PORTFOLIO MANAGER

Lotus Partners; Genf; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

Lotus Partners in Geneva, a premier asset management firm, seeks a Portfolio Manager to oversee portfolios, cash, and liquidity across client accounts. You will monitor risk, performance and allocations, propose ideas, and align with investment mandates.

Strong collaboration with advisory teams and external fund selections is expected. The role requires 5–7 years in asset management, a master’s degree in Finance or Economics, and expertise in capital markets and portfolio optimization.

Qualifikationen

• Master’s degree in Finance or Economics.
• 5–7 years of experience in the asset management industry.
• Proven experience in discretionary portfolio management.
• Advanced knowledge of capital markets, asset allocation and portfolio optimization.
• Strong communication and presentation skills.

Aufgaben

• Perform daily review of client portfolios to ensure alignment with investment mandates, guidelines, and strategic asset allocation.
• Oversee cash positions across all client accounts.
• Anticipate liquidity needs and ensure sufficient funding for trades, fees, and withdrawals.
• Proactively manage cash to avoid overdrafts or idle balances.
• Monitor positions, performance, and risk exposures across asset classes.
• Investigate and resolve discrepancies identified through portfolio and custodian reconciliations.
• Develop and communicate investment ideas for advisory clients.
• Contribute to macroeconomic analysis and market views (weekly meetings).
• Participate in identifying investment opportunities across asset classes.
• Support the design and implementation of asset allocation for discretionary portfolios.
• Execute client-directed transactions in a timely and accurate manner.

Kenntnisse

Discretionary portfolio management

Capital markets expertise

Asset allocation

Portfolio optimization

Communication and presentation

Ausbildung

Master’s degree in Finance or Economics

Tools

MATLAB

Python

Bloomberg EMSX

Jobbeschreibung

For one of our clients, an asset management company based in Geneva, we are looking for a:

PORTFOLIO MANAGER

Portfolio Management/Oversight and Cash/Liquidity Management

• Perform daily review of client portfolios to ensure alignment with investment mandates, guidelines, and strategic asset allocation.
• Oversee cash positions across all client accounts.
• Anticipate liquidity needs and ensure sufficient funding for trades, fees, and withdrawals.
• Proactively manage cash to avoid overdrafts or inefficient idle balances.
• Monitor positions, performance, and risk exposures across asset classes.
• Investigate and resolve discrepancies identified through portfolio and custodian reconciliations.
• Ensure data integrity and consistency across portfolio management systems and reporting tools.
• Develop and communicate investment ideas for advisory clients.
• Contribute to macroeconomic analysis and market views (weekly meetings)
• Participate in identifying investment opportunities across asset classes (selection of external fund manager)
• Support the design and implementation of strategic and tactical asset allocation for discretionary portfolios.

Trade Execution & Implementation

• Execute client-directed transactions in a timely and accurate manner within the portfolio management system.
• Ensure best execution practices and compliance with internal procedures.
• Monitor trade lifecycle from order placement through settlement.
• Maintain high responsiveness to client instructions and market opportunities.

Systematic Fund Management (Classic Strategic Fund)

• Oversee the daily production and operational workflow of a systematic investment fund.
• Execute and monitor proprietary models developed in MATLAB and Python.
• Validate outputs, ensuring accuracy and consistency of signals, positions, and risk metrics.
• Implement any trade according to target portfolio within Bloomberg EMSX

Reporting & Data Management

• Maintain and update portfolio reporting systems on a daily basis.
• Ensure accurate, timely, and transparent reporting of positions, performance, and exposures.
• Enhance monitoring tools to improve visibility and decision-making capabilities.
• Prepare and update weekly reports for internal investment meetings.
• Consolidate portfolio analytics, performance attribution, and market insights.
• Contribute to discussions on portfolio positioning, risk management, and investment strategy.

Required profile

• Master’s degree in Finance or Economics
• Financial and economic background
• 5–7 years of experience in the asset management industry
• Proven experience in discretionary portfolio management
• Advanced knowledge of capital markets, asset allocation and portfolio optimization
• Strong communication and presentation skills, with the ability to articulate sophisticated investment concepts

All files will be treated with the utmost confidentiality.