Portfolio Analyst & Client Reporting / Quant

  • nc
  • Genève, Suisse
  • CDI, Plein-temps
  • Ficoba Consultants
  • 22 nov. 17 2017-11-22

Portfolio Analyst & Client Reporting - Asset Management - Geneva

Our client, a Financial institution in Geneva, is looking for a Portfolio Analyst & Client Reporting.

Job Description

Contribute to the industry leading positioning of the companie’s Client Reporting

  • Offer Client Reporting documents which are in line with best industry practices.
  • Contribute to a consistent image communicated through Client Reportings
  • Develop the digital reporting offering at the companie to enhance our clients’ expertise

Analyse portfolios’ performance and risk

  • Contribute to efficient performance and risk portfolios’ analysis tools in line with the best practices in the industry.
  • Contribute to writing of quality and investor oriented investment analysis comments.

Develop investor-facing documents and client reporting

  • Develop reporting materials and performance review presentations;
  • Improve production process to ensure optimal timeline and delays with minimal operational risks.
  • Contribute to an adequate balance between standard documents and specific ones.

Support sales related activities

  • Provide the Institutional Client/consultant teams with support regarding clients/prospects’ queries
  • Provide the RFP team with required information regarding Portfolio Analysis and Reporting data asked for in RFP.


Required Profile

  • University education in Economics, Finance, Mathematics or similar.
  • Prior experience in a similar role for minimum 4 years.
  • Strong skills in statistics and analysis.
  • IT tools (SQL, VBA).
  • Expertise in Private Equity investments would be a plus.
  • Fluent in English and French. German would be a plus.