Titre de fonction: Junior Portfolio Manager
Type de Job: CDI
Catégorie d'emploi: Plein-temps
Industrie: Banking & Financial Services
Localisation: Geneva, Switzerland
Offre publiée: 03/03/2020
Numéro de l'offre: 32864
Nom du contact: Neil Tredinnick
Numéro de téléphone: +41 22 718 03 10
Email: n.tredinnick@lotuspartners.ch

Description de poste

For one of our clients, a Family Office based in Geneva, we are looking for a :




Job description

  • Meet with Client Advisors to review and manage client portfolios and investment guidelines
  • Independently monitor and suggest changes to client porfolios
  • Generate Investment guidelines specific to client risk tolerances and goals
  • Champion the firm's portfolio rebalancing software and Investment models
  • Utilize research software to screen for new investment ideas and maintain due diligence on existing holdings
  • Actively participate as a member of the Investment Committee
  • Manage research projects assigned by the Investment Committee
  • Complete special projects as needed


Profile required

  • Degree in Finance, Business, Management, Statistics or Mathematics
  • 3-5 years of experience in a similar role within a private bank or a financial firm
  • Interest in current affairs
  • Good IT skills
  • Ability to work effectively under pressure
  • Analytical and problem-solving skills
  • Research and numerical skills
  • Confidence, determination and self-motivation
  • Team working skills
  • Good communication skills
  • Fluent in English, other languages a plus


All files will be treated with the utmost confidentiality