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Reporting / Junior Investment Analyst

Genève Permanent Voir la description de poste
Our client is looking to hire a Junior Investment Analyst to strengthen its investment support function and grow within the team. This role is ideal for someone with a background in portfolio reporting, data quality, or PMS platforms (e.g., DAPM) who is eager to gradually take on more analytical and investment-related responsibilities.

Mise à jour le 03/12/2025

  • You have 3-4 years experience in a PMS system like DAPM
  • You speak fluently English, hardworking and looking for a change of career

À propos de notre client

Our client is a small-sized company within the financial services sector in Geneva.

Description du poste

Key ResponsibilitiesPortfolio Data & Reporting



  • Maintain high-quality portfolio data across multiple custodians and investment vehicles.


  • Reconcile portfolios in the firm's PMS system and ensure consistency across reporting sources.


  • Process and interpret statements for private assets (capital calls, distributions, valuations).


  • Review client portfolios and prepare consolidated reporting packages.



Investment Support & Analysis



  • Support the investment team with preliminary analysis on securities, funds, and private investments.


  • Contribute to monitoring portfolio exposures, liquidity, and performance drivers.


  • Assist with the preparation of investment notes, presentations, and internal materials.


  • Participate in due-diligence work on external managers and co-investment opportunities.



Operational & Project Support



  • Liaise with banks, fund administrators, and external providers to resolve data or reporting queries.


  • Help improve internal tools, workflows, and reporting infrastructure as the investment platform scales.


  • Contribute to periodic portfolio rebalancing and ensure proper execution follow-up.

Profil recherché

We are looking for someone who is curious, structured, and adaptable, with a strong sense of ownership and attention to detail.



  • 3-4 years of experience in a portfolio reporting, investment operations, or PMS environment (family office, wealth manager, private bank, or asset manager).


  • Solid understanding of portfolio reconciliation, data validation, and multi-custodian reporting.


  • Strong analytical mindset and advanced proficiency in Excel.


  • Experience with PMS/consolidation tools (DAPM or similar) is a significant advantage.


  • Working knowledge of financial instruments (equities, funds, fixed income, alternatives).


  • Fluent English (spoken and written); any other language is a plus.


  • CFA Level I or II completed or in progress is highly preferred.


  • Ability to work in a fast-moving, lean environment with a hands-on attitude.

We will only consider applications with a Swiss residence or Swiss valid work-permit.

Informations complémentaires

This position offers a unique opportunity to gain hands-on exposure across all asset classes within a collaborative and entrepreneurial family office environment. The successful candidate will develop a broad investment skill set while contributing directly to the firm's long-term investment strategy and operational excellence.

Indiquer la référence de l'offre
JN-122025-6896478

Résumé du poste

Secteur
Banque & Services financiers
Spécialisation
Gestion de portefeuille / fonds privés / gestion d'actifs
Industrie
Financial Services
Localisation
Genève
Type de contrat
Permanent
Référence de l´offre
JN-122025-6896478

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