Senior Portfolio Advisory & Reporting Lead

GVO Advisory Management AG; Zug; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

GVO Advisory Management AG in Zug seeks a Senior Portfolio Advisory & Reporting Manager for a full-time, on-site role. The candidate will monitor portfolio data, validate inputs, assess opportunities, and prepare insights and recommendations, coordinating with operations and compliance while enhancing reporting practices.

The role requires experience in portfolio advisory, reporting, and asset management within regulated environments, with a proactive, team-oriented approach.

Qualifikationen

• Strong portfolio management and investment analysis skills to interpret performance, risk, and allocation data.
• Academic background in finance, economics, business administration, or related field; CFA/CAIA considered an asset.
• Advanced reporting, data validation, and analytics tools experience, including portfolio reporting systems.

Aufgaben

• Monitor portfolio data and performance and validate inputs.
• Assess investment opportunities and prepare portfolio insights and recommendations.
• Coordinate with operations and compliance teams and respond to investment reporting queries.
• Improve reporting and advisory processes and contribute to development of advisory tools and methodologies.
• Ensure timely delivery of client reports and maintain high-quality standards.

Kenntnisse

Portfolio management

Investment analysis

Written and verbal communication

Attention to detail

Organizational skills

Team collaboration

Independent work

Ausbildung

Finance/economics/business degree

CFA/CAIA certification

Tools

Portfolio reporting systems

Analytics tools

Jobbeschreibung

GVO Advisory Management AG in Zug seeks a Senior Portfolio Advisory & Reporting Manager for a full-time, on-site role. The candidate will monitor portfolio data, validate inputs, assess opportunities, and prepare insights and recommendations, coordinating with operations and compliance while enhancing reporting practices.

The role requires experience in portfolio advisory, reporting, and asset management within regulated environments, with a proactive, team-oriented approach.