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Investment Analyst

Geneva Permanent Voir la description de poste
The successful candidate must be structured, analytical, and self-driven, with the ability to thrive in a dynamic and collaborative work environment. As a key member of a growing team, the analyst will gain hands-on experience across all aspects of the investment process.

Added 10/03/2025

  • for an international multi-family office
  • collaborative and entrepreneurial setting

About Our Client

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.

Job Description

  • Monitor client portfolios, rebalance as needed, communicate updates to clients,and participate in client update calls
  • Conduct detailed investment analysis on individual securities, funds, private investments, and client-specific exposures
  • Monitor and track investments across asset classes, ensuring proper execution and compliance across multiple custodians and jurisdictions
  • Review and track investments in the portfolio consolidation system, ensuring accurate reporting and data integrity
  • Prepare investment reports and presentations for internal reviews and client discussions
  • Participate in investment research, staying up to date on macroeconomic trends,financial markets, and emerging investment opportunities
  • Support due diligence efforts for external fund managers, co-investments, and direct investments

The Successful Applicant

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.

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

What's on Offer

A permanent contract in a diverse and growing investment team.

Quote job ref
JN-032025-6689049

Job summary

Job Function
Banking & Financial Services
Specialisation
Equity Research
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-032025-6689049

PageGroup is an equal opportunity employer committed to workforce diversity, both as an employer as well as a recruitment service provider. Each recruitment decision we make for people we hire and people we place into new roles is based solely on the candidates’ knowledge, experience and skills.