Overview
Chaberton Professionals, a division of Chaberton Partners dedicated to the research and selection of Middle Management profiles, is currently looking for an Investment Associate for an Asset Management Company in Lugano.
We are seeking a full-time Investment Associate to join the team that focuses on the analysis of liquid and semi-liquid investments (up to Hedge Funds) and on the coverage of existing clients.
Responsibilities
* Continuous coverage and in-depth analysis of existing client portfolios, including portfolio optimization for prospective clients and the development of customized investment solutions as needed
* Performance monitoring and month-end reporting through our software solution
* Client coverage and relationship management support, ensuring high service quality and responsiveness
* Ongoing monitoring of existing funds and scouting of new investment opportunities aligned with the firms’ asset allocation framework
* Preparation of presentations and ad-hoc analyses across asset classes including equities, fixed income, alternatives and digital assets
* Pro-active engagement with financial content - independent research, social media insights, podcasts and industry reports - to generate investment ideas
Qualifications
* Bachelor’s degree (or equivalent) in Economics or Finance
* Preference for candidates with at least 3-4 years of experience in the financial sector, ideally within a Multi Family Office, wealth manager / bank or multi-asset fund
* Strong proficiency in fund manager analysis and due diligence, asset allocation and portfolio construction. Prior direct client engagement is highly valued.
* Strong command of Bloomberg, Microsoft Excel and Powerpoint. Capabilities in using AGI tools applied to the world of investment is desirable.
* Genuine interest and passion in financial markets. Digital Assets knowledge is a plus
* High fluency in English is required
* Speed, curiosity, analytical mindset and lateral, out of the box thinking
* Ability to work effectively in a collaborative team environment and prioritize tasks as needed
* Strong problem-solving skills and attention to detail.
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