Investment Analyst - cross asset

• You have 3-4 years experience as an Investment Analyst, cross-asset.
  
  • You speak fluently English.

About Our Client

Our client is a small-sized company within the financial services sector in Geneva.

Job Description

Key ResponsibilitiesPortfolio Data & Reporting

• Ensure the accuracy of private investment data, including the review of capital account statements, distribution notices, and alternative investment documentation.
• Maintain and validate client portfolios within the portfolio consolidation system, ensuring data integrity and reliable reporting.
• Support the ongoing development and robustness of the firm's data and portfolio management infrastructure.

Investment Research & Analysis

• Conduct detailed analysis on individual securities, funds, private investments, and client portfolio exposures.
• Monitor macroeconomic themes, market developments, and emerging investment opportunities.
• Prepare investment memos, reports, and presentations for internal meetings and client discussions.

Due Diligence & Monitoring

• Support due diligence on external fund managers, co-investments, and direct private investments.
• Liaise with external stakeholders, including custodians, fund managers, and service providers, to facilitate transactions and resolve operational matters.

Portfolio Management

• Assist with portfolio monitoring, rebalancing, and execution oversight across multiple banks and jurisdictions.
• Track execution quality and ensure compliance with internal guidelines.
• Participate in client update calls and contribute to portfolio review discussions.

The Successful Applicant

Profile & Requirements

We are seeking candidates who demonstrate professionalism, reliability, curiosity, attention to detail, and a collaborative mindset.

• University degree in Finance, Economics, Management, or a related discipline
• Approximately 3-4 years of experience in investment-related roles (asset management, wealth management, family office, or investment operations)
• Strong quantitative and analytical skills, with the capacity to turn complex data into clear insights
• Mastery of Excel; familiarity with analytical tools or automation is welcomed
• Experience with financial information platforms (Bloomberg or similar)
• Knowledge of portfolio reporting or consolidation tools (experience with DAPM is beneficial)
• Ability to manage several tasks simultaneously in a fast-paced setting
• Excellent command of English; other languages are a plus
• CFA studies or charter strongly appreciated

We will only consider people living in Switzerland and/or with a valid work permit.

What's on Offer

This position offers a unique opportunity to gain hands-on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a broad investment skill set while contributing directly to the firm's long-term investment strategy and operational excellence.

Quote job ref

JN-122025-6896478

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-122025-6896478