Investment Analyst

• 26 août 2026
• 100%
• Durée indéterminée
• Genève

Our client is looking to recruit a Junior Investment Analyst to strengthen its investment support function and evolve within the team. This position is ideal for a person with experience in portfolio reporting, data quality, or PMS platforms, wishing to progressively take on more analytical and investment-related responsibilities.

Investment Analyst

Our client is a modestly sized company in the financial services sector in Genève.

Description

Key Responsibilities ##

Portfolio Data & Reporting

• Maintain high-quality portfolio data across several custodians and investment vehicles.
• Reconcile portfolios in the company's PMS system and ensure consistency between reporting sources.
• Process and interpret statements for private assets (capital calls, distributions, valuations).
• Review client portfolios and prepare consolidated reports.

Investment Support & Analysis

• Support the investment team with preliminary analyses on securities, funds, and private investments.
• Contribute to the monitoring of portfolio exposures, liquidity, and performance drivers.
• Assist in the preparation of investment notes, presentations, and internal documents.
• Participate in due diligence work on external managers and co-investment opportunities.

Operational & Project Support

• Liaise with banks, fund administrators, and external service providers to resolve data or reporting issues.
• Assist in the improvement of internal tools, workflows, and reporting infrastructure as the investment platform grows.
• Contribute to periodic portfolio rebalancing and ensure rigorous monitoring of execution.

Profile

We are looking for a curious, structured, and adaptable person, with a strong sense of responsibility and great attention to detail.

• 3-4 years of experience in portfolio reporting, investment operations, or a PMS environment (family office, wealth manager, private bank, or asset manager).
• Good understanding of portfolio reconciliation, data validation, and multi-custodian reporting.
• Developed analytical mindset and advanced mastery of Excel.
• Experience with PMS/consolidation tools.
• Operational knowledge of financial instruments (equities, funds, fixed income, alternatives).
• Fluent English (spoken and written); any other language is a plus.
• CFA Level I or II completed or in progress is strongly preferred.
• Ability to work in a dynamic and lean environment with a proactive attitude.

Job Offer

This position offers a unique opportunity to gain hands-on experience across all asset classes in a collaborative and entrepreneurial family office environment. The successful candidate will develop a wide range of investment skills while contributing directly to the company's long-term investment strategy and operational excellence.