Job Description

Description de poste

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

EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGER

Job description

Equity Investments

  • Generate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research.
  • Produce comprehensive company analysis reports to support investment decisions.

    • Portfolio Monitoring

  • Cover existing equity holdings: prepare write-ups on periodic results, monitor daily corporate news, and track portfolio performance.
  • Build customised performance analysis reports; conduct P&L reconciliation and performance attribution.
  • Maintain and enhance analytical models; develop new tools and processes to track market data and trends.

    • Trade Execution

  • Execute trades across asset cl...

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