Our client, a Wealth Management Firm in Geneva, is looking for a

 

Head of Investments

 

  • collaborate with CIO and be his back-up
  • monitor the investment process
  • manage model portfolios as well as real client portfolios with CIO
  • participate in investment committee meetings
  • fund selection with help of 3 other partners
  • preparing quarterly investment outlook
  • preparing monthly newsletter for clients
  • respond to specific client requests (example: a credit fund a client received from Goldman, a question on a specific stock, etc)
  • write clear and well-informed investment recommendations based on thorough research and analysis
  • help manage and uphold current client relationships
  • write articles, represent the firm at external events, be active on linkedin

Requirements:

  • minimum of 2-5 years’ experience in a similar role
  • macro-economic analysis, asset allocation, portfolio construction
  • ability to analyze a stock, understand the financials of a company
  • ability to analyze a bond, understand credit risks
  • ability to select active funds
  • well organized
  • technology interested and savvy
  • deep understanding of all asset classes (fixed income, equity, Private Investments, structured products – we don’t focus on HF, very small allocation)
  • strategic thinker and proficient in decision-making.
  • ability to communicate effectively and in a professional manner.

Personality:

  • Open
  • Eloquent in French and English
  • Think out of the box
  • Enjoy the challenge by markets or clients

 

 

Date de création : 24.11.2023

 

Si ce poste vous intéresse et que vous correspondez parfaitement au profil recherché,
envoyez au plus vite votre CV à
Star(t) Emploi SA
qui le traitera dans les meilleurs délais en toute confidentialité.

Toutes nos offres sont ouvertes sans distinction, aux femmes comme aux hommes.