Senior Analyst FR / ENG 100% (m / f)

• Onboarding;
• Analyzing and monitoring clients' portfolios using the proprietary software;
• Conducting portfolio analysis and preparing high-quality reports integrating performance metrics, market trends, and economic insights;
• Support client-facing activities, including presentations, portfolio reviews, and system demonstrations;
• Collaborating with internal teams to optimise and improve proprietary software, processes, and workflows;
• Supporting operational tasks to ensure smooth execution of reporting, deliverables, and day-to-day processes ;
• Leading or contributing to cross-functional projects across the organisation, driving innovation, operational improvements, and business growth;
• Training to junior staff;
• Reporting ad-hoc to the clients and the Management;
• Participating in the day-to-day in the office.

• Graduated from a Master of Science in Finance;
• Engagement in CFA program highly appreciated;
• Minimum five years experience in portfolio analysis and client support;
• Strong understanding of financial markets, macroeconomic dynamics, and portfolio impacts;
• Excellent knowledge of financial instruments across asset classes (Equity, Fixed Income, FX, Commodities, Alternatives);
• Experience in financial analysis, client presentations, and portfolio reviews;
• Coding skills a strong plus (Java, VBA, Python or Power Querry);
• Fluent in English and French;
• Excellent writing and communication skills;
• Highly motivated, positive attitude and a willingness to commit to the long-term;
• Swiss or holder of a valid working permit.

4.4

• Salary and benefits 4.0

• Career opportunities 4.4

• Working atmosphere 4.4

Our client is a well-established financial services company based in Geneva and other international financial places.