Job Description Purpose of the role: To generate returns, manage risk, and ensure the portfolio’s financial stability and long‑term success.
Accountabilities Allocate and monitor securities within a portfolio aligned to the bank’s risk tolerance, framework, changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools.
Execute research and analysis on equities, bonds, and funds to identify profitable investment opportunities.
Communicate the bank’s investment philosophy, decision making and investment selection to clients and key stakeholders such as Relationship Managers and Investment Advisors.
Monitor performance against benchmarks and objectives, analysing risk metrics and creating reports for senior colleagues and internal stakeholders.
Implement risk‑management strategies to identify, assess, and mitigate potential financial risks such as market fluctuations, credit risk and liquidity risk.
Conduct simulations to assess portfolio resilience to different market scenarios and economic downturns, identify vulnerabilities, and communicate findings to senior executives and board members.
Monitor economic data, industry news and geopolitical events to anticipate impacts on the portfolio and adjust strategies accordingly.
Research emerging asset classes, innovative investment strategies and alternative investments to enhance portfolio returns.
Manage stakeholder relationships with investment banks, market makers and other external partners for portfolio transactions and information gathering.
Vice President Expectations Contribute to strategy, drive requirements and recommend changes. Plan resources, budgets and policies; manage and maintain policies and processes; deliver continuous improvements and escalation of policy breaches. If managing a team, define roles, plan future needs, counsel employees on performance and support pay decisions. Demonstrate leadership behaviours (Listen, Energise, Align, Develop) and, if an individual contributor, lead technical direction and multi‑year assignments. Advise stakeholders, mitigate risks, demonstrate accountability for strengthening controls, collaborate across functions and create solutions based on sophisticated analysis. Build trusting relationships and partners leveraging influencing and negotiating skills.
Portfolio Manager – Geneva Manage discretionary client portfolios across risk profiles.
Make investment recommendations and allocation decisions aligned with client objectives.
Monitor performance, risk exposures, liquidity and suitability.
Execute portfolio changes and rebalancing activities.
Contribute to Investment Committee discussions and develop investment views.
Conduct market, macroeconomic and investment research.
Prepare investment commentary, performance analysis and portfolio reviews.
Participate in client meetings, portfolio reviews and pitches.
Support Relationship Managers and front‑office teams in growing discretionary AUM.
Present investment strategy, market views and performance to clients and internal stakeholders.
Ensure compliance with mandates, regulatory requirements and internal policies.
Oversee risk management, cash management and control processes.
Liaise with Compliance, Risk, Operations and Technology teams.
Essential Criteria Chartered Financial Analyst (CFA) charterholder.
Strong experience in portfolio management, asset management or institutional investing.
Deep understanding of portfolio construction, asset allocation and investment risk management.
Experience presenting investment recommendations and market views to clients and senior stakeholders.
Excellent analytical, communication and presentation skills.
Advanced Excel skills; Bloomberg proficiency welcome.
Fluent in English.
Desirable Criteria French language skills.
Experience managing discretionary portfolios for HNW/UHNW clients.
VBA, Python or other quantitative/investment analytics experience.
Degree in Finance, Economics, Mathematics, Engineering or related discipline.
Location Geneva. This role is based in Geneva.
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