Portfolio Analyst/Manager

Are you ready to join a human-sized financial firm known for its excellence, client focus, and analytical depth?

We are looking for a Portfolio Analyst / Manager with a passion for financial markets, data-driven insights, and portfolio management.

Responsibilities :

Portfolio Analysis & Management

• Develop and apply strong quantitative portfolio-analysis skills.
• Analyze client portfolios using data and aggregation platforms to produce insightful, data-driven reports.
• Deliver clear rebalancing recommendations focused on performance, risk, and strategic alignment.

Analytical Systems & Tools

• Contribute to the effective use and maintenance of the firm’s data and portfolio-aggregation systems.
• Ensure high-quality client and internal reporting, monitor portfolio risk exposures, and identify optimization opportunities.
• Take ownership of mastering analytical tools critical to the firm’s client-servicing capabilities.

Professional Due Diligence Across Asset Classes

• Conduct due diligence across multiple asset classes including Equities, Fixed Income, Commodities, FX, and Alternatives.
• Assess the quality, risk, and suitability of instruments within broader portfolio strategies.
• Go beyond surface-level product knowledge to deliver real investment insight.

Client Advisory & Relationship Management :

• Support and strengthen client relationships through professional, portfolio-level advice.
• Provide recommendations backed by quantitative analysis and sound investment rationale.
• Act as a trusted partner in helping clients achieve their investment objectives.

Profile :

• University degree in Finance, Economics, Financial Engineering or a related field.
• Initial experience in portfolio analysis, asset management, or investment advisory.
• Strong command of data analytics tools and a genuine interest in technology applied to finance.
• Analytical mindset, rigor, autonomy, and a strong sense of client service.
• Fluent in English (French is a plus).

Environment :

• A collaborative, entrepreneurial environment where your ideas and expertise make a difference.
• A genuine opportunity to develop advanced analytical and portfolio-management skills.
• Direct involvement in shaping client strategies and driving portfolio performance.
• A culture built on excellence, curiosity, and long-term client relationships.