Investment Portfolio Analyst

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Investment Portfolio Analyst

Your main responsibilities:

• calculate, verify and analyse portfolio performance,
• ensure the production and development of performance, risk and sustainability (ESG) analysis reports for products (investment funds and management mandates),
• provide active support to managers, management and advisors,
• develop, automate and secure processes and tools related to the activity.

Your profile:

• higher education (HEU, HES, EPF) and/or advanced training, ideally complemented by CIIA, FRM, FMO, CFA, CIPM certification,
• 2 to 4 years of experience in performance calculation and analysis, and in measuring investment sustainability,
• proficiency in Excel and specialised software (e.g. MSCI, Bloomberg, FactSet, GPMS), programming knowledge (VBA, Python),
• knowledge of performance calculation and attribution methodologies, ex-post risk measurement. Mastery of GIPS standards is an asset,
• collaborative spirit to work with different teams, adaptability to thrive in a dynamic environment,
• excellent command of French, good knowledge of English, German is an asset.