Lombard Odier Asset Management (Switzerland) SA
Investment Analyst - Private Assets (m/w/x)
Vollzeitnur vor OrtBerufserfahren
Genf
Neuer Job?Nejo!
Dein persönlicher KI-Karriere-Agent
BABank Julius Baer & Co. Ltd.
GPS Associate Investment Advisor (m/w/x)
VollzeitVor OrtBerufserfahren
AI/ML
Nejo KI-Zusammenfassung
Preparing client investment proposals and tailoring portfolio recommendations for a Swiss private bank. Master's degree and passion for economics required, CFA certification a plus. Steep learning curve through rotations and exposure to diverse asset classes.
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Anforderungen
- Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- CFA certification is a plus
- Passion for economics and investment
- Solid theoretical understanding of asset classes and investment products
- Entrepreneurial spirit: proactive, self-motivated, comfortable taking initiative
- Strong analytical and conceptual thinking abilities
- Ability to process complex information quickly
- Understanding of emerging technologies
- Basic experience with emerging technologies
- Familiarity with artificial intelligence, robotics, automation, and data analytics
- Excellent interpersonal skills
- Excellent communication skills
- Excellent presentation skills
- Service-oriented mindset
- Dedication to excellence in client support
- Systematic working style
- Precise working style
- Resilient working style
- Ability to deliver quality results under tight deadlines
- Native level French
- Fluency in English
- Additional language(s) are an advantage
- Eligibility to work in the country of application
Aufgaben
- Prepare client investment proposals
- Tailor portfolio and investment recommendations
- Support client and prospect pitches
- Develop investment concepts aligned with client objectives
- Assess investment concepts aligned with client needs
- Assess investment concepts aligned with client risk profiles
- Collaborate with specialists across asset classes
- Collaborate with specialists across product areas
- Provide support to senior investment advisors
- Work with senior investment advisors on trade entry
- Work with senior investment advisors on account balance
- Work with senior investment advisors on investment proposals
Berufserfahrung
2 - 3 Jahre
Ausbildung
Master-Abschluss
Sprachen
Französisch – fließend
Englisch – verhandlungssicher
Tools & Technologien
artificial intelligenceroboticsautomationdata analytics
Benefits
Mentoring & Coaching
- Steep learning curve through rotations
- Work alongside seasoned specialists
- Continuous support via dual mentorship
- Senior career adviser
- Buddy for day-to-day integration
Sonstige Vorteile
- Exposure to investment advisory
- Work alongside subject-matter experts
- Private banking focus
Abwechslungsreiche Aufgaben
- Exposure to different asset classes
- Exposure to product development
- Exposure to client solutions
Weiterbildungsangebote
- Targeted training programmes
- Technical competencies training
- Soft skills training
- Regulatory frameworks training
Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei Bank Julius Baer & Co. Ltd.Über das Unternehmen
BA
FinancialServicesGenf
The company focuses on wealth management and aims to create value beyond wealth.
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