A leading independent private investment office that offers wealth management, asset management, and private wealth planning, with state-of-the-art technology is looking to hire an experienced portfolio manager with multi-assets experience.
Based in Geneva, Switzerland, you will participate in the definition of the asset allocation and portfolio construction together with the rest of the investment team. Your responsibilities will include:
Developing and implementing new investment strategies.
Searching for new investment opportunities across several asset classes with a particular focus on alternative investments (liquid and illiquid).
Managing and monitoring existing portfolios on a daily basis according to the pre-defined investment strategy, risk, and liquidity profile.
Supporting in executing transactions and trading.
Producing and presenting investment reports and research material for clients.
Meeting and maintaining relationships with existing clients.
Contributing to administrative tasks covered by portfolio managers, such as new client onboarding, liaising with custodian banks, and undertaking compliance-related tasks.
Monitoring, trade reconciliations, and suitability maintenance of the relevant investment documentation.
To be suitable for this role, you will be a self-motivated and well-rounded professional with a strong drive to produce tangible results for clients. You should have:
Significant exposure to financial markets across several asset classes.
At least a university degree in Economics, Finance, and/or Business Administration.
A minimum of five years' experience in managing multi-asset portfolios in respectable institutions and similar client-facing experience.
Significant experience with alternative investments, manager selection, and due diligence (liquid and illiquid) is considered a strong asset.
If this role interests you, please contact Pavel Lebedev, AP Executive Executive Consultant on +41 78 737 64 58 or email your current CV to pavel.lebedev@ap-executive.com .
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