133 days ago on lotuspartners.ch

EQUITY ANALYST/PORTFOLIO MANAGER (Swiss Equities)

LOTUS Partners Sàrl

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 Please refer to JobSuchmaschine in your application

EQUITY ANALYST/PORTFOLIO MANAGER (Swiss Equities)

EQUITY ANALYST/PORTFOLIO MANAGER (Swiss Equities)

Our client is a bank based in Geneva. We are looking for a:

 

EQUITY ANALYST/PORTFOLIO MANAGER (Swiss Equities)

Descriptif de poste

Based in Geneva and part of the Investment Equity team, you will spend a significant amount of time in the Zurich office (roughly 2 days a week) to maintain close relationships with the top-management of Swiss listed small and mid caps.

 

You will work in close collaboration with ten sector Equity research analysts as well as with two senior PMs and your main responsibilities will include:

 

  • Selection of a list of Swiss small & Mid Caps that will be used to build Swiss S&M cap portfolios for our domestic private clients, in cooperation with the respective sector analysts and with the Portfolio Managers.
  • In-depth analysis of the selected companies (i.e. including regular meetings with the management, laying out a well-structured investment case, keeping a financial model updated, setting price targets)
  • Presentation to a stock selection committee for approval
  • Internal communication (writing Research Comments / One-Pagers) on each and every selected S&M caps
  • Portfolios construction (i.e. including putting together model portfolios) and management for private clients in line with clients’ investment guidelines
  • Communication with private clients
  • Development of the close working relationship with the Equity Research sector analysts as well as with the Portfolio Managers

Profil recherché

  • University degree in Economics (Bachelor/Master) + diploma in investment such as CFA / CIIA
  • Proven 6 to 9 years of experience as a financial analyst (preferably on the Swiss S&M cap market)
  • Experience as a Portfolio Manager is a plus
  • Passion and strong interest for equities / direct line investment with a fundamental and judgmental approach
  • Ability to summarize thoughts (i.e. investment cases) in a synthetic and concise manner
  • Excellent interpersonal skills and ability to interact and in a productive manner with individuals at all levels internally (with 10 senior sector analysts and 2 senior PMs) and with clients
  • Strong written and oral communication skills
  • Fluent in Swiss-German and English (French nice to have)

All files will be treated with the utmost confidentiality.  


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Nathalie Ellison

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