Our client is a Multi Family office based on the Riviera Vaudoise, 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


  • 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

Apply Online

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