Senior Portfolio Advisory & Reporting Manager

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

Company Description

GVO Advisory Management AG is a single family office based in Zug focused on providing mamagement reporting services across a diverse range of assets.

Role Description

The Senior Portfolio Advisory & Reporting Manager is a full-time, on-site role based in Zug. Day-to-day responsibilities include monitoring portfolio data and performance, validating inputs, assessing investment opportunities, and preparing portfolio insights and recommendations. The role coordinates closely with operations and compliance teams and responds to queries concerning investments, portfolio performance, and reporting. It also involves improving reporting and advisory processes, implementing best practices, and contributing to the development of investment advisory tools, reporting solutions, and portfolio management methodologies.

Qualifications

• Strong portfolio management and investment analysis skills, with the ability to interpret performance, risk, and allocation data.
• Relevant academic background in finance, economics, business administration, or a related field; professional certifications (e.g., CFA, CAIA).
• Advanced reporting, data validation, and analytics tool skills, including experience with portfolio reporting systems.
• Knowledge of financial markets, diverse asset classes, and regulatory requirements relevant to portfolio management and advisory services.
• Excellent written and verbal communication skills for preparing clear client reports and collaborating with internal stakeholders.
• High attention to detail, strong organizational abilities, and a structured approach to managing multiple reporting deadlines.
• Ability to work on-site in Zug, operate independently, and contribute proactively in a team-oriented environment.
• Prior experience in a portfolio advisory, reporting, or asset management role, ideally in a regulated financial services environment.