About Our Client
For our client, a Geneva-based family office investing across public and private markets, including equities, fixed income, hedge funds, venture capital, real estate, and other alternative assets, we are seeking a highly motivated Investment Analyst to join the investment team.
Job Description
* Monitor 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
The Successful Applicant
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
What's On Offer
A permanent contract in a diverse and growing investment team.
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