Key Responsibilities: Portfolio Data & Reporting
Ensure the accuracy of private investment data, including the review of capital account statements, distribution notices, and alternative investment documentation.
Maintain and validate client portfolios within the portfolio consolidation system, ensuring data integrity and reliable reporting.
Support the ongoing development and robustness of the firm's data and portfolio management infrastructure.
Investment Research & Analysis
Conduct detailed analysis on individual securities, funds, private investments, and client portfolio exposures.
Monitor macroeconomic themes, market developments, and emerging investment opportunities.
Prepare investment memos, reports, and presentations for internal meetings and client discussions.
Due Diligence & Monitoring
Support due diligence on external fund managers, co-investments, and direct private investments.
Liaise with external stakeholders, including custodians, fund managers, and service providers, to facilitate transactions and resolve operational matters.
Portfolio Management
Assist with portfolio monitoring, rebalancing, and execution oversight across multiple banks and jurisdictions.
Track execution quality and ensure compliance with internal guidelines.
Participate in client update calls and contribute to portfolio review discussions.
You have 3-4 years experience as an Investment Analyst, cross-asset.
You speak fluently English.
Profile & Requirements
We are seeking candidates who demonstrate professionalism, reliability, curiosity, attention to detail, and a collaborative mindset.
University degree in Finance, Economics, Management, or a related discipline
Approximately 3-4 years of experience in investment-related roles (asset management, wealth management, family office, or investment operations)
Strong quantitative and analytical skills, with the capacity to turn complex data into clear insights
Mastery of Excel; familiarity with analytical tools or automation is welcomed
Experience with financial information platforms (Bloomberg or similar)
Knowledge of portfolio reporting or consolidation tools (experience with DAPM is beneficial)
Ability to manage several tasks simultaneously in a fast‑paced setting
Excellent command of English; other languages are a plus
CFA studies or charter strongly appreciated
We will only consider people living in Switzerland and / or with a valid work permit.
This position offers a unique opportunity to gain hands‑on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a aoad investment skill set while contributing directly to the firm's long‑term investment strategy and operational excellence....
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