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Portfolio Manager - Financial Services – Genf | JobRevolt

Über den Job

The Portfolio Manager will play a central role in supporting and servicing client portfolios on a day-to-day basis, acting as a key point of contact for clients and counterparties. This is an operational role within a multi-family office.

Aufgaben

Participate in and prepare for client meetings, including preparation of supporting materials, portfolio reviews, and presentations
Serve as a trusted point of contact for clients, ensuring timely and professional responses to enquiries and requests
Communicate portfolio updates, investment decisions, and performance information clearly and effectively
Assist in the management and monitoring of client portfolios in line with investment objectives, risk profiles, and liquidity requirements
Prepare portfolio rebalancing recommendations and implementation proposals
Monitor portfolio exposures, cash balances, and asset allocations across multiple asset classes
Prepare and coordinate trade instructions with banks, custodians, and external providers
Monitor the execution process and ensure transactions are completed accurately and within established procedures
Review portfolio reporting data and validate the accuracy of holdings, valuations, and performance information
Prepare high-quality client reports, presentations, and investment updates
Conduct portfolio-related analysis and assist with monitoring investment positions across asset classes
Contribute to investment research, manager reviews, and due diligence efforts as required

Profil

Bachelor's degree in Finance, Economics, Business Administration, or related discipline
Approximately 3 to 5 years of experience within a family office, private bank, wealth management firm, external asset manager, or investment advisory environment
Excellent communication and interpersonal skills
Strong sense of ownership and accountability
Strong organisational skills and exceptional attention to detail
Sound understanding of portfolio management principles and financial markets
Advanced Excel skills and confidence working with investment and reporting data
Experience using Bloomberg and other financial market tools
Familiarity with portfolio reporting systems such as QPLIX, DAPM, or similar platforms
Ability to manage multiple priorities while maintaining a high level of accuracy
Fluent English, both written and spoken; additional languages are an asset
CFA Level I completed or progression within the CFA Program viewed favourably
Client-centric and service-oriented mindset
Collaborative and supportive team player
Professional, discreet, and dependable
Proactive and solution-oriented
Adaptable in a dynamic and entrepreneurial environment

Rahmenbedingungen

Ref 2578267

Portfolio Manager - Financial Services

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Skills

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