For one of our clients, a Family Office based in Geneva, we are looking for an:
Equity Analyst - Assistant Portfolio Manager
Job description
Equity Investments
* Generate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research.
* Produce comprehensive company analysis reports to support investment decisions.
Portfolio Monitoring
* Cover existing equity holdings: prepare write-ups on periodic results, monitor daily corporate news, and track portfolio performance.
* Build customised performance analysis reports; conduct P&L reconciliation and performance attribution.
* Maintain and enhance analytical models; develop new tools and processes to track market data and trends.
Trade Execution
* Execute trades across asset classes (equities, options, bonds, FX) in coordination with internal stakeholders and external partners.
Private Equity Coverage
* Monitor private equity fund investments: prepare internal periodic investment and performance reports.
* Maintain regular communication with fund managers and participate in investor update calls.
Operational Support
* Act as back-up for selected operational and middle-office tasks related to investment portfolios.
Required profile
* Minimum 4 to 5 years of experience in equity research or equity investments (buy-side or sell-side).
* Strong analytical skills with excellent quantitative capabilities and meticulous attention to detail.
* High proficiency in IT tools; coding experience or expertise strongly preferred (quant background not required).
* Curious, proactive, and capable of independent thinking.
* Strong sense of ownership, integrity, and work ethic.
* Fluent in French and English.
All files will be treated with the utmost confidentiality.
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