Portfolio Analyst FR / ENG 100% (m / f)

16.09. | Employee | 100%

For one of our client, we are looking for a Portfolio Analyst FR / ENG in 100% permanent contract, based in Geneva.

Portfolio Analyst FR / ENG 100% (m / f)

Our client is a fast growing fintech company offering a unique set of service and wealth management supervision, primarily for large global Family Offices and Institutions.

Description

  • Analysing existing data and create continuous reporting for clients ;
  • Ensuring client portfolio data (transactions, instruments and prices) across custodian is complete and perfectly accurate ;
  • Global control over valuations, P&L calculations and cash flow movements, constant supervision that fees and taxes paid are in line with schedules ;
  • Assuring that investment guidelines, risk limits and any other "sound portfolio management" parameters are being met ;
  • Client support : offer assistance for our online platform and provide tailor-made reporting.

Profile

  • Broad understanding of financial instruments (equities, bonds, financing, foreign exchange, derivatives, hedge funds, private equity, real estate, etc. ) ;
  • Number fluency and rigour ;
  • Experience in spotting suspicious patterns (concentrations, performances, costs, cash flows, etc.) ;
  • Absolute integrity and experience in protecting client data ;
  • Self motivated, strong initiative, attention to details and team work ;
  • Language skills : fluent in English and French required, third language is a plus (Italian, German or Arabic).

Job Offer

Our client offers a 100% permanent contract within a challenging and dynamic working international environment.

Michael Page

Quai de la Poste 12Genève

Industry

Human resources / Personnel services

Michael Page

Quai de la Poste 12Genève

Industry

Human resources / Personnel services
Salary

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