Investment Analyst Job Description
We are seeking a highly motivated Investment Analyst to join the investment team for our client, a Geneva-based family office investing across public and private markets.
Key Responsibilities:
* Monitor client portfolios and rebalance as needed.
* Conduct detailed investment analysis on individual securities and funds.
* Track investments across asset classes and ensure proper execution and compliance.
* Review and track investments in the portfolio consolidation system.
* Prepare investment reports and presentations for internal reviews and client discussions.
* Participate in investment research and stay up to date on macroeconomic trends and financial markets.
* Support due diligence efforts for external fund managers and direct investments.
Profile:
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.