Job offer
Investment Portfolio Analyst
The Investment Portfolio Analyst is responsible for analyzing and monitoring investment portfolios, including calculating and analyzing performance, risk, and sustainability. The position requires a college degree and 2–4 years of experience in the financial sector, as well as proficiency in Excel, programming, and specialized software applications.
Tasks
- Calculate, verify, and analyze portfolio performance
- Preparation and development of analytical reports on the performance, risk, and sustainability (ESG) of products (mutual funds and asset management mandates)
- Support for asset managers, management, and advisors
- Development, automation, and improvement of processes and tools related to the job
Requirements
- A degree from a university (HEU, HES, EPF) and/or advanced education, ideally supplemented by certification in CIIA, FRM, FMO, CFA, or CIPM
- 2–4 years of experience in finance, particularly in the areas of performance calculation and analysis, as well as the measurement of investment sustainability
- Proficiency in Excel and specialized software applications (e.g., MSCI, Bloomberg, FactSet, GPMS); programming skills (VBA, Python)
- Knowledge of methods for calculating and attributing performance, ex-post risk measurement, and familiarity with GIPS standards are a plus
- Ability to interpret complex data and draw relevant conclusions from it
- A collaborative spirit to work with different teams, and adaptability to work in a dynamic environment
- Excellent command of French, good knowledge of English; German is a plus
Job details
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