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Analyst data • genf

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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 ... Mehr anzeigen

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 ... Mehr anzeigen

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... Mehr anzeigen

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... Mehr anzeigen

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 ... Mehr anzeigen

Manager - AI & Data (AI & Insights)

DeloitteGeneva

Help our clients navigate the future with confidence and embrace decision making with clear data-driven choices .Deloitte AI & Data helps clients unlock the power of AI and data to deliver better h... Mehr anzeigen

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... Mehr anzeigen

Senior Data Scientist

VorseeGeneva, GE, CH
Quick Apply

Vorsee (by ZYTLYN Technologies) empowers companies across the $11 trillion travel industry to shape the future with predictive AI solutions that augment commercial planning, sales, marketing, retai... Mehr anzeigen

Senior Statistical Data Scientist

HumanIGeneva, GE, CH
Homeoffice
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Remote (Global) | Flexible Engagement | Switzerland-based Startup (Stealth).HR partner with a well-funded, Switzerland-based seed engineering startup operating in stealth mode, backed by establishe... Mehr anzeigen

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... Mehr anzeigen

Senior Equity Analyst

Mirabaud & Cie SAGeneva, Geneva, Switzerland

Fundamental equity research and stock selection across the European, Swiss and US investment universe, including financial modelling, valuation, earnings forecasts and ongoing monitoring of investm... Mehr anzeigen

Data Integration Engineer

N Consulting LtdGeneva, Switzerland, Switzerland
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We are seeking a highly skilled Senior Integration Engineer to join our banking client’s Data Integration and APIs team.The ideal candidate will have extensive experience in application integration... Mehr anzeigen

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)... Mehr anzeigen

Staff Data Engineer

SonarSourceGeneva

You will design and develop the data platform to support the functional domains in handling their data and help them in their journey to data ownership.Design and implement data storage, transforma... Mehr anzeigen

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, ... Mehr anzeigen

Merchandise Coordinator & Analyst - 9 months

Michael PageGeneva, CH

Our client is seeking a Merchandise Coordinator & Analyst to join its team on a 9-month assignment.This is an excellent opportunity for a commercially minded and analytical professional to cont... Mehr anzeigen

Private Wealth Management, Financial Analyst, Analyst, Geneva

Goldman SachsGeneva, Geneva, Switzerland

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations.PWM assists clients with building and pre... Mehr anzeigen

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... Mehr anzeigen

 • Gesponsert

Quantitative Analyst Private Market Portfolios

coni+partner AGGeneva, Switzerland
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Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai.Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betracht... Mehr anzeigen

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.... Mehr anzeigen

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Investment Analyst

Investment Analyst

Michael PageGeneva, CH
Vor 10 Tagen
Stellenbeschreibung

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.