Investment Manager/Portfolio Manager
FICOBA — Genève
11.09.2019 | Employee | 100%

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Junior Investment Manager/Portfolio Manager

Responsabilities 

Assist Portfolio Managers in their daily tasks: client reporting, investment proposals, rebalance portfolios.

  • Work with portfolio Managers and Private Bankers to identify prospective individual and groups of clients for Investment Management service and help them deliver the adequate solution.
  • Identify client needs and objectives and match to service delivery capabilities
  • Communicate/deliver/close on client proposals
  • Ensure each client segment receives the appropriate level of service
  • Develop and constantly update market intelligence in order to meet/exceed external standards of best practice
  • Assist the DPM team in performing required controls on portfolios
  • Work closely Portfolio Managers on the daily portfolio monitoring
  • Contribute to the improvement of internal processes
  • Ensure adherence to global internal and external standards of client service, KYC and risk and compliance  

Profile :

  • Excellent market exposure and multidiscipline investment expertise
  • Master in Economics or Finance
  • Strong investment and banking product knowledge
  • Appropriate technical/product/linguistic knowledge and skills for the Market covered
  • Sales and process driven
  • Demonstrable success in working seamlessly and effectively with private bankers and infrastructure specialists
  • Has operated successfully in a rapidly changing environment
  • Proven familiarity with market information systems appropriate to asset classes covered (e.g. Bloomberg.)
  • Knowledge of Avaloq an advantage

Ficoba SA
Boulevard Emile-Jaques-Dalcroze, 5
Genève

Industry

Human resources / Personnel services

Year of foundation

1982
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