Abeloo SA – Job Opportunity: Portfolio Manager (M/F)
Location: Geneva | Workload: 100% | Start date: As soon as possible
About Abeloo SA
Founded in 2018 and based in Geneva, Abeloo SA is an independent company active in:
We provide our private clients with tailor-made solutions built on rigor, transparency, and innovation.
To support our growth, we are looking for a dynamic, committed, and entrepreneurial Portfolio Manager ready to actively contribute to the development of our firm.
Your Responsibilities
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Actively manage client portfolios in line with their investment strategy and risk profile
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Execute transactions with accuracy and discipline
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Prepare investment reports and presentations for internal use and client delivery
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Monitor portfolios proactively and suggest adjustments as needed
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Take part in process automation and tool enhancement
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Handle quarterly commission invoicing and related admin tasks
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Work closely with the team to provide personalized financial solutions
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Be proactive in business development and in building long-term client relationships
Your Profile
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At least 5 years of experience in portfolio management
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Strong command of Excel, including advanced functions (pivot tables, complex formulas, macros)
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Comfortable with financial platforms such as Refinitiv (LSEG) or similar
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Attention to detail and strong analytical skills
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Ability to present investment analyses to clients in a clear and engaging manner
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Self-motivated, entrepreneurial, and team-oriented
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Eager to grow a project and commit to its long-term success
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Fluent in French and English; German or another language is a plus
What We Offer
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An entrepreneurial environment within a fast-growing, independent company
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A diverse role with room to grow and real impact
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A collaborative, agile, and high-performing team
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The opportunity to contribute to strategic initiatives and client development
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Flexible and motivating working conditions based on trust and performance
Interested in making a real impact?
Send us your full application (CV, cover letter, diplomas, work certificates) at:
📧 [application platform]
