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.