Investment Analyst

Rsv Unna; Genf; On-site; CHF 120,000 - 180,000; Full time

Job summary

RSV Unna is seeking an Investment Analyst in Geneva to support initial equity and fixed income research and to contribute to advisory and discretionary portfolios. You will work with Portfolio Management to shape strategic and tactical investment thinking and, over time, help manage broader portfolios alongside the CIO.

As you gain experience, you will broaden coverage across asset classes, monitor performance, and develop risk management practices while collaborating with internal and external

Qualifications

• Bachelor's degree in finance, economics or related field or professional designation (CIIA/CFA).
• At least 5 years in equity/fixed income research, portfolio management or related roles.
• Strong communication, interpersonal and professional demeanour.

Responsibilities

• Conduct in-depth research on investment opportunities using financial data, statements, and market trends.
• Manage and execute trades for portfolios as needed.
• Develop relationships with stakeholders and advise on investment strategies.
• Collaborate with Portfolio Management and front office colleagues on advisory and discretionary processes.
• Produce investment proposals and monitor market trends, risk, and performance.

Skills

Communication

Interpersonal skills

Analytical skills

Bloomberg

Microsoft Office

Python/VBA

Statistics

Risk awareness

Education

Bachelor's degree in finance/economics

CIIA/CFA or designation

Tools

Bloomberg

Microsoft Office

Python

VBA

Job description

A well established wealth manager is looking for an investment analyst, over time, to transition into a multi-assets Portfolio Manager. The candidate will initially provide actionable investment ideas in the equity and/or fixed income space for our advisory and discretionary portfolios. The candidate will actively engage with Portfolio Management colleagues to help shape the strategic and tactical thinking around equity and/or fixed income investing. Over time and with experience, we expect the candidate will gain the ability to manage broader investment portfolios and our standalone strategies, alongside our CIO. Over time we expect him/her to conduct detailed investment research across diverse asset classes, sectors and geographies. The chosen candidate over time will be co-responsible for monitoring and analysing investment performance and managing risk.

Investment Analyst

Responsibilities:

To begin

• Conduct in-depth research and analysis on potential
• investment opportunities, including financial statements, economic data, and market trends.
• Manage and execute trades for portfolios.
• Develop and maintain relationships with stakeholders.
• Counsel our portfolio and our relationship managers on an Advisory basis.
• Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests.
• Collaborate with external research counterparties.
• Proactively participate in the Investment Committee.

Over Time

• Oversee the management of investment portfolios, including monitoring performance, identifying risks, and developing investment strategies.
• Develop and maintain relationships with clients and stakeholders, providing regular updates on portfolio performance and investment strategies.
• Counsel our direct advisory clients.
• Proactively participate in our regular investment meetings with the front office.
• Produce investment proposals for the front office.
• Monitor and report on market trends, economic indicators, and regulatory changes that may affect investment strategies.
• Create model and bespoke portfolio proposals for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling.
• Analyse and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies.
• Continuously improve investment processes and systems to maximize efficiency and effectiveness.

Requirements:

• Bachelor's degree in finance, economics, or related field, or CIIA, CFA or another relevant professional designation.
• At least 5 years of experience in equity and/or fixed income research, portfolio management or related investment roles.
• Effective communication and interpersonal skills and professional demeanour.
• Proficiency in English and French, written and spoken, is essential. Knowledge of additional languages is welcome.
• Strong analytical and research skills.
• Strong knowledge of Microsoft suite and Bloomberg. Any programming skills in Python, VBA or other is welcome.
• Strong background in mathematics and/or statistics is desirable.
• Understanding and passion for financial markets, economic trends, the evolving geo-political environment and investment principles.
• Ability to collaborate effectively across departments and with internal and external stakeholders.
• Knowledge of risk management principles and strategies.
• Strong work ethic