Equity Analyst

Description de poste

For one of our clients, a Family Office based in Geneva, we are looking for an:

EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGER

Job description

Equity Investments

• Generate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research.
• Produce comprehensive company analysis reports to support investment decisions.

Portfolio Monitoring

• Cover existing equity holdings: prepare write-ups on periodic results, monitor daily corporate news, and track portfolio performance.
• Build customised performance analysis reports; conduct P&L reconciliation and performance attribution.
• Maintain and enhance analytical models; develop new tools and processes to track market data and trends.

Trade Execution

• Execute trades across asset classes (equities, options, bonds, FX) in coordination with internal stakeholders and external partners.

Private Equity Coverage

• Monitor private equity fund investments: prepare internal periodic investment and performance reports.
• Maintain regular communication with fund managers and participate in investor update calls.

Operational Support

• Act as back-up for selected operational and middle-office tasks related to investment portfolios.

Required profile

• Minimum 4 to 5 years of experience in equity research or equity investments (buy-side or sell-side).
• Strong analytical skills with excellent quantitative capabilities and meticulous attention to detail.
• High proficiency in IT tools; coding experience or expertise strongly preferred (quant background not required).
• Curious, proactive, and capable of independent thinking.
• Strong sense of ownership, integrity, and work ethic.
• Fluent in French and English.

All files will be treated with the utmost confidentiality.