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Analyst data Lavori in Lancy

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Analyst data • lancy

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Investment Analyst

Michael PageGeneva, CH

Key ResponsibilitiesPortfolio Data & Reporting .Maintain high-quality portfolio data across multiple custodians and investment vehicles.Reconcile portfolios in the firm's PMS system and ensure ... Mostra di più

IT Business Analyst

Michael PageGeneva, CH

We are currently seeking an experienced IT Business Analyst.The ideal candidate will act as a key interface between business stakeholders and IT teams, ensuring that business needs are effectively ... Mostra di più

HRIS and Data Manager

Michael PageGeneva, CH

Reporting to the HR Director, you will act as the central expert for HR systems, data and reporting, playing a key role in enabling more structured, data-driven decision-making across the People fu... Mostra di più

Business Analyst Fra-All

MGI ConsultantsGenève, GE, CH

Afin de renforcer nos équipes, nous recherchons un(e) :.Business analyst technique bilingue.Analyser les solutions logicielles en termes de processus, de données et d’interfaces utilisateurs.Élicit... Mostra di più

Business analyst

Amaris ConsultingGeneva, Switzerland

You will join Amaris Consulting as a.You will act as a key liaison between business stakeholders and technology service owners, supporting demand management and project delivery activities.Your rol... Mostra di più

Legal & Compliance Analyst - Investment Funds

Michael PageGeneva, CH

Reporting to senior members of the Legal & Compliance team, the successful candidate will support a variety of legal and regulatory activities relating to investment funds.Key responsibilities ... Mostra di più

Investment Analyst

Michael Page SuisseGeneva, Genève, CH

Our client is a small-sized company within the financial services sector in Geneva.Key ResponsibilitiesPortfolio Data & Reporting Maintain high-quality portfolio data across multiple custodian... Mostra di più

Data Analyst

GOLD AVENUEGeneva, Switzerland

Join us as our new Data Analyst / Business Intelligence.The Data Analyst supports Gold Avenue's Head of Business Intelligence in keeping the company's data and reporting accurate, consistent and ac... Mostra di più

Data Analytics Specialist - Oracle

Michael PageGeneva, CH

The Data Analytics Specialist is responsible for designing, developing, and operating the analytics layer of the organisation's enterprise data platform, hosted on Oracle Cloud Infrastructure (OCI)... Mostra di più

Key User SAP / Business Analyst SAP

ValjobPlan-les-Ouates, Switzerland

Pour l’un de nos clients basé à Genève, nous recherchons un Key User SAP S/4HANA (H/F) pour une mission temporaire d’une année.Intégré(e) à une équipe logistique, vous interviendrez dans le cadre d... Mostra di più

Senior Delivery Consultant – Data, ProServe EMEA

AWS EMEA SARL (Switzerland Branch)Geneva, Geneva, CHE

The Amazon Web Services Professional Services (ProServe) team is seeking a Delivery Consultant specializing in Data to join our Healthcare and Life Sciences (HCLS) practice.You will be at the cente... Mostra di più

Data and Market Intelligence Analyst

Michael PageGeneva, CH

Data Analytics & Reporting.Develop, maintain, and enhance interactive dashboards and reporting solutions using business intelligence tools.Perform data preparation, transformation, validation, ... Mostra di più

IT Business Analyst – Interbank Messaging (80-100%)

Lombard OdierGeneva

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op... Mostra di più

 • In evidenza

Sustainability Research Analyst

Lombard OdierGeneva

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and op... Mostra di più

 • In evidenza

Reference Data Specialist

VitolGeneva, Switzerland

Vitol is an energy and commodities company with revenues of $331 billion in 2024; its primary business is the trading and distribution of energy products globally – it trades over seven million bar... Mostra di più

Structured Product Analyst

Michael PageGeneva, CH

Price structured products via multi-issuer platforms.Support the sales team on daily client requests.Interact with professional clients (wealth managers, family offices).Execute trades with issuing... Mostra di più

Technical Project Manager - Data Center (Remote)

RM Staffing B.V.Les Acacias, VS, CH
Remoto

Clients need a single point of contact who actually understands hardware, not just a relationship manager who has to relay every technical question.Projects span hardware deployment, structured cab... Mostra di più

Work in Portugal: Video Content Analyst (Accomodation Support Available)!

Cross Border TalentsGeneva, Switzerland
Quick Apply

Video Content Moderator (French) | Lisbon, Portugal.French (C1+) & English (B1+).Join a global social media project as a.You will review user-generated content to ensure it complies with commun... Mostra di più

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Investment Analyst

Investment Analyst

Michael PageGeneva, CH
7 giorni fa
Descrizione dell’offerta di lavoro

Key ResponsibilitiesPortfolio Data & Reporting

  • Maintain high-quality portfolio data across multiple custodians and investment vehicles.
  • Reconcile portfolios in the firm's PMS system and ensure consistency across reporting sources.
  • Process and interpret statements for private assets (capital calls, distributions, valuations).
  • Review client portfolios and prepare consolidated reporting packages.



Investment Support & Analysis

  • Support the investment team with preliminary analysis on securities, funds, and private investments.
  • Contribute to monitoring portfolio exposures, liquidity, and performance drivers.
  • Assist with the preparation of investment notes, presentations, and internal materials.
  • Participate in due-diligence work on external managers and co-investment opportunities.



Operational & Project Support

  • Liaise with banks, fund administrators, and external providers to resolve data or reporting queries.
  • Help improve internal tools, workflows, and reporting infrastructure as the investment platform scales.
  • Contribute to periodic portfolio rebalancing and ensure proper execution follow-up.




We are looking for someone who is curious, structured, and adaptable, with a strong sense of ownership and attention to detail.

  • 3-4 years of experience in a portfolio reporting, investment operations, or PMS environment (family office, wealth manager, private bank, or asset manager).
  • Solid understanding of portfolio reconciliation, data validation, and multi-custodian reporting.
  • Strong analytical mindset and advanced proficiency in Excel.
  • Experience with PMS/consolidation tools.
  • Working knowledge of financial instruments (equities, funds, fixed income, alternatives).
  • Fluent English (spoken and written); any other language is a plus.
  • CFA Level I or II completed or in progress is highly preferred.
  • Ability to work in a fast-moving, lean environment with a hands-on attitude.




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.