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Investment Analyst
Michael PageGeneva, CHVor 19 Tagen
StellenbeschreibungMonitor 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-specific 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,financial markets, and emerging investment opportunities Support due diligence efforts for external fund managers, co-investments, and direct investments
We are looking for candidates who embody the firm'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 field
- 3 years of experience in finance, investment management, or banking
- Strong analytical skills with the ability to synthesize complex financial data and present clear conclusions
- Proficiency in financial modeling and data analysis using Excel
- Experience with financial 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.