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Investment Advisor

Investment Advisor

Lotus PartnersGeneva, Switzerland
Vor 30+ Tagen
Anstellungsart
  • Unbefristet
Stellenbeschreibung

Description de poste

For one of our clients, a small independant wealth manager based in Geneva we are looking for a :

INVESTMENT ADVISOR / EQUITY

Job description

Investment advisor :

  • Spokesperson of the investment strategy, products, and services.
  • Identification of investment opportunities and writing investment ideas for Advisory clients.
  • Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
  • Portfolio reviews and investment ideation in line with client’s risk profile and investment objectives.
  • Managing Discretionary Portfolio up and when required.

Equity analyst :

  • In charge of the equity asset class and establishing model portfolio and equity universe for long only portfolio and Recurring Income.
  • Asset class coverage for the Investment Committee (SAA / TAA)
  • Establishing views on (i) countries, (ii) sectors, (iii) stock picking (SP500 and STOXX600)
  • Writing monthly / quarterly markets reviews and outlook on the asset and, if required, on other asset classes.
  • Leverage the equity research of custodians and providers.

    • Structured product :

  • In charge of the structured product offering, which is primarily equity led.
  • Conduct the entire product lifecycle management (from offering, source pricing, execution, settlement, restructuration etc…)
  • Technically abreast to find the optimal structure within the context of a Recurring Portfolio.
  • Strong focus on pricing, follow up and risk management.
  • Take part in the industrialization process of the offering.
  • Responsible for writing marketing material related to the offering.
  • Leverage the structured products teams of brokers and custodians.
  • In charge of defining and keeping up to date the related procedures.

    • Profil required

  • At least 3+ years of experience in a similar position within a highly regarded institution (asset management, investment banking, external asset manager, broker).
  • University degree or equivalent in Finance or Mathematics. Professional degree (CFA, CIIA) is a plus.
  • Good understanding of financials markets and cross assets.
  • Financial English written and spoken, French spoken and written.
  • MS Office, Bloomberg or Refinitiv, VBA a plus.
  • Able to travel.

    • Soft skills

  • Entrepreneurial approach and work with integrity.
  • Pragmatic can-do attitude, proactive and flexible.
  • Charismatic with excellent communication and interpersonal skills.
  • Team player and willingness to collaborate across the Group.

    • All files will be treated with the utmost confidentiality.