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Analyst • 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

Data Analyst

LHHGeneva, Geneva, Switzerland

Nous recrutons un ou une Data Analyst pour renforcer le département IT de notre client situé à Genève, Si vous êtes prêt ou prête à relever un nouveau défi, cette offre est pour vous.En tant que Da... 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

Voyage Calculation Analyst (Candidate Pool)

MSC Mediterranean Shipping CompanyGeneva, CH

Voyage Calculation Analyst (Candidate Pool).MSC Mediterranean Shipping Company is a global business engaged in the shipping sector.Present in 155 countries, MSC facilitates international trade betw... 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

Private Assets Investment 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

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

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 Business Analyst (H/F) - Geneva 100%

Enova ConsultingGeneva, Switzerland
Quick Apply

Notre client, un acteur majeur du secteur public à Genève, recherche un(e).Vous évoluerez dans un environnement stimulant, au sein d'équipes pluridisciplinaires, où vous jouerez un rôle clé dans l'... Mostra di più

Business Analyst FraAll

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

IT Technical Business Analyst

Michael PageGeneva, CH

We are looking for an experienced IT Technical Business Analyst to join our client's team in a dynamic international environment.This role is ideal for a professional who started their career in so... Mostra di più

Analyste Trésorier Bilingue (H/F/D)

AdeccoMeyrin, Ge, Switzerland

Pour le compte de notre client, une.Vous évoluerez dans un environnement international et exigeant, au sein d’une équipe en charge des opérations de trésorerie et de paiement.Exécuter les transacti... Mostra di più

IT Business Analyst - Agile, Scrum

MSC Mediterranean Shipping CompanyGeneva, CH

As a Senior Business Analyst within MSC IT Connect Department, you will play a pivotal role in enabling seamless digital integration between MSC and its external customers.You will lead initiatives... 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

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

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

Quantitative Fixed Income Analyst

Michael PageGeneva, CH

Développer des outils et applications en Python pour l'analyse et le suivi des portefeuilles obligataires.Concevoir des modules d'analyse de performance et de risque (duration, spreads, yield, etc.... 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.