Investment Analyst

Michael Page Suisse; Genf; Vor Ort; CHF 80’000 - 120’000; Vollzeit

Zusammenfassung

An established industry player in Geneva is seeking a motivated Investment Analyst to join their dynamic investment team. This role involves monitoring client portfolios, conducting thorough investment analyses across various asset classes, and preparing insightful reports for clients. The ideal candidate will have a strong background in finance, with at least three years of experience and a solid grasp of financial modeling and data analysis. This is a fantastic opportunity to work in a collaborative environment and contribute to a growing firm that values integrity and professionalism.

Qualifikationen

• 3+ years of experience in finance or investment management.
• Strong analytical skills and ability to present financial data.

Aufgaben

• Monitor client portfolios and conduct detailed investment analysis.
• Prepare investment reports and participate in client discussions.

Kenntnisse

Analytical Skills

Financial Modeling

Data Analysis

Communication

Multi-tasking

Ausbildung

Bachelor's degree in Finance

CFA designation (preferred)

Tools

Bloomberg

Excel

Jobbeschreibung

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.

1. Monitor client portfolios, rebalance as needed, communicate updates to clients, and participate in client update calls.
2. Conduct detailed investment analysis on individual securities, funds, private investments, and client-specific exposures.
3. Monitor and track investments across asset classes, ensuring proper execution and compliance across multiple custodians and jurisdictions.
4. Review and track investments in the portfolio consolidation system, ensuring accurate reporting and data integrity.
5. Prepare investment reports and presentations for internal reviews and client discussions.
6. Participate in investment research, staying up to date on macroeconomic trends, financial markets, and emerging investment opportunities.
7. Support due diligence efforts for external fund managers, co-investments, and direct investments for an international multi-family office.
8. Work in a collaborative and entrepreneurial setting.

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.

Minimum qualifications include:

1. Bachelor's degree or higher in Finance, Economics, Business Administration, or a related field.
2. At least 3 years of experience in finance, investment management, or banking.
3. Strong analytical skills with the ability to synthesize complex financial data and present clear conclusions.
4. Proficiency in financial modeling and data analysis using Excel.
5. Experience with financial research tools, including Bloomberg and other industry platforms.
6. Ability to multi-task and prioritize in a fast-paced environment.
7. Fluent in English (spoken and written); additional languages are a plus.
8. A CFA designation or progress towards one is highly preferred.

This role offers a permanent contract within a diverse and growing investment team.