Purpose of the role:
Are you looking for a dynamic and growing organization to work for?
We are hiring a Middle Officer, within the Investment team, based in Geneva, and who will report to the Head of Discretionary Portfolio Management.
As Middle Officer, you will provide support to portfolios managers by performing various operational tasks.
Job description/ key responsibilities:
- Mass ordering and by account (stocks/bonds/FX/...)
- Creation of management reports
- Creation of investment proposals
- Basic and detailed performance analysis
- Cash management on discretionary portfolios
- Documents for investment meetings
- Perform regular DPM controls
- Log of DPM trades
- G2 User
- Admin support on various DPM projects
Education:
- University degree
Professional Experience required:
- 2-5 years of experience in a similar position within the private banking industry
Soft skills:
- Team-oriented and client focused working approach
- Motivated & self-starter person with a passion for investment
- Entrepreneurial mindset and hands-on mentality
- Strong attention to details, excellent organizational skills
Technical skills:
- Multi-asset classes knowledge
- Strong computer skills (Excel, PowerPoint)
- Knowledge in financial information systems (Bloomberg, FactSet)
- Prior experience with G2 is a plus
Languages:
Fluent in French and English. German or Italian a plus.
Swiss Residence requirements?
Yes
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