Our client is a Multi Family office based near Lausanne. The firm provides Multi Asset Class Portfolio Management, with a focus on liquid financials as well as Private Equity (direct & indirect, and including Real Estate).
As a part of the Portolio Management team, you will work directly with the founding partners and act as a:
Junior Portfolio Manager
Responsabilities:
- Analysis of all types of securities (stocks, bonds, funds, certificates, structured products, alternative products, options, and crypto-currencies)
- Execution of securities orders (shares, bonds, funds, options, structured products, Crypto-currencies)
- Analysis and monitoring of client portfolios leading to investment proposals
- Investments in the world of Crypto-currencies, Blockchains, and the Metaverse
- Drafting of monthly management reports
- Risk monitoring (VaR, CVaR, etc.)
- Detection of new market trends
- Analysis of financial performance and development of forecasting models
- Data entry, verification, backup, and database maintenance
- Creation of Excel, Python, R dashboards
- Creation of Python and R applications
- Formal (banks, analysts, partners) and informal (Twitter, Reddit, financial bogs) company news/research
- Creation of Newsfeeds and articles on LinkedIn
- Administration (20-30%)
Requested Profile:
- A total of one to three years of experience as a Junior Financial Analyst, or in a similar role
- Master’s degree in finance, economics, or programming
- Critical thinking and problem solving skills
- Strong programming skills (knowledge of Python, R, Power BI)
- Data analysis and computer skills (use of software and creation of dashboards). Knowledge of Refinitiv, SQL a plus
- Strong knowledge of portfolio management, financial modeling, and statistical concepts
- Research, quantitative and analytical skills
- Knowledge of Crypto-currencies and different Blockchains
- Good interpersonal skills, attention to detail, self-directed and organized
- Strong communication and presentation skills – verbal and written
- Ability to prioritize tasks, multi-task, and work in a fast-paced environment
- Perfect written and spoken French and English. Italian and/or German a plus