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Investment Analyst
- 12 mars
- Genève
- CDI
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.<
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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
for an international multi-family office
collaborative and entrepreneurial setting
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
A permanent contract in a diverse and growing investment team.
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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
for an international multi-family office
collaborative and entrepreneurial setting
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
A permanent contract in a diverse and growing investment team.
