Investment Analyst

• for an international multi-family office
  
  • collaborative and entrepreneurial setting

About Our Client

For our client, a Geneva-based family office investing across public and private markets, including equities, -xed income, hedge funds, venture capital, real estate, and other alternative assets, we are seeking a highly motivated Investment Analyst to join the investment team.

Job Description

• Monitor client portfolios, rebalance as needed, communicate updates to clients,and participate in client update calls
• Conduct detailed investment analysis on individual securities, funds, private investments, and client-speci-c exposures
• Monitor and track investments across asset classes, ensuring proper execution and compliance across multiple custodians and jurisdictions
• Review and track investments in the portfolio consolidation system, ensuring accurate reporting and data integrity
• Prepare investment reports and presentations for internal reviews and client discussions
• Participate in investment research, staying up to date on macroeconomic trends,-nancial markets, and emerging investment opportunities
• Support due diligence efforts for external fund managers, co-investments, and direct investments

The Successful Applicant

We are looking for candidates who embody the -rm's core values: integrity, accountability,professionalism, intellectual curiosity, attention to detail, and a strong team-oriented mindset.

• Bachelor's degree or higher in Finance, Economics, Business Administration, or a related -eld
• 3 years of experience in -nance, investment management, or banking
• Strong analytical skills with the ability to synthesize complex -nancial data and present clear conclusions
• Pro-ciency in -nancial modeling and data analysis using Excel
• Experience with -nancial research tools, including Bloomberg and other industry platforms
• Ability to multi-task and prioritize in a fast-paced environment
• Fluent in English (spoken and written); additional languages are a plus
• A CFA designation or progress towards one is highly preferred

What's on Offer

A permanent contract in a diverse and growing investment team.

Quote job ref

JN-032025-6689049

Job Function

Banking & Financial Services

Specialisation

Equity Research

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-032025-6689049