The Employer
Our client is
an independent investment firm based in Geneva, managing assets on behalf of an
international clientele of high-net-worth individuals and families. The firm
operates with an open architecture approach and invests across a wide range of
asset classes, with a strong focus on private markets and alternative
investment strategies.
Within a lean
and entrepreneurial investment team, the firm is looking to strengthen its
capabilities in alternatives by hiring an Investment Analyst. The position
offers the opportunity to gain broad exposure to private market investments and
hedge fund strategies, while working closely with experienced investors
involved in portfolio construction and investment decision-making.
Responsibilities / Tasks
- The role is expected to be approximately70%
focused on investment analysis, manager meetings, operational follow-up
and subscription monitoring, and30% client-facing,
involving interaction with end clients to share investment views, provide
portfolio updates and present new investment opportunities.
- Conduct analysis,
selection and monitoring of alternative investment strategies acrossprivate
equity, private debt, infrastructure, real estate and hedge funds.
- Participate in thesourcing
and due diligenceof new investment opportunities (funds and direct deals)
- Performqualitative and
quantitative analysis, prepare investment memoranda and contribute to
internal investment discussions and committees.
- Monitor portfolio
performance, risk exposures and provideallocation or rebalancing
recommendations.
- Maintain regular
interaction withexternal managers, custodians and investment advisors.
- Contribute to the
structuring and implementation ofinvestment vehiclessuch as
funds, dedicated mandates or club deals.
Requirements
- 3–6 years of relevant
professional experiencewithin
an asset manager, private bank, family office, pension fund or investment
advisory firm.
- Previous exposure toalternative
investments, such as private equity, private debt, hedge funds, fund
of funds or asset allocation roles including alternatives.
- Strong understanding ofalternative
investment products and fund structures(LP/GP, SICAV, closed-ended
funds, etc.).
- Solid knowledge ofportfolio
management and performance analysis, including metrics such as IRR,
multiples and attribution, as well as an understanding of key risk factors
(liquidity, leverage, concentration).
- Master’s degree inFinance,
Economics, Business or a related discipline.
- Progress toward or
interest in certifications such asCFA, CAIA or similarwould be
considered an advantage.
- Professional fluency in English and French mandatory both oral and written
Benefits
- Opportunity to work within
adynamic and entrepreneurial investment teamwith direct exposure
to senior decision-makers.
- Broad exposure toprivate
markets and alternative investment strategiesacross multiple asset
classes.
- Ahands-on roleoffering strong involvement in the full investment process, from sourcing
and due diligence to portfolio monitoring.
- Collaborative working
environment within agrowing investment platform in Geneva.