Investment analyst role in a multi-family officeGreat career opportunity in public markets areaAbout Our ClientMulti-family office with many international offices worldwide.Job DescriptionAssist the CIO with daily operations and key business activities.Respond to client and CRM requests related to investment advice, performance, and portfolio management.Prepare detailed investment presentations for internal and external stakeholders.Monitor and report on portfolio performance and key investment holdings.Manage rebalancing requests to ensure optimal portfolio alignment.Maintain up-to-date factsheets on strategic equity investments.Collaborate with portfolio managers and advisors to support effective execution of investment strategies.Conduct market and security-level research to support investment decision-making.Develop and maintain financial and investment models.The Successful ApplicantBachelor's or Master's degree in Finance, Economics, Business, or a related disciplineProficient in Microsoft Office, particularly Excel and PowerPointStrong interest in financial markets, macroeconomics, and multi-asset investment products, with a foundational understanding of portfolio managementExperience with Bloomberg Professional is an advantageFluent in English and German; French language skills are a plusCapable of working both independently and as part of a teamWhat's on OfferHybrid work systemModern, newly designed office spaces in the heart of ZurichAttractive pension plan and benefits
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