Client Portfolio Manager - Equity Client Portfolio Manager - Equity …

Lotus Partners
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 21 Sep 21
Competitive
Lotus Partners
in Geneva, Geneve, Switzerland
Permanent, Full time
Last application, 21 Sep 21
Competitive
Posted by:
Charlotte Boulithe • Recruiter
Posted by:
Charlotte Boulithe
Recruiter
For one of our clients, an Asset Manager based in Geneva we are looking for a Client Portfolio Manager - Equity.

For one of our clients, an Asset Manager based in Geneva, we are looking for a :

 

CLIENT PORTFOLIO MANAGER - EQUITY

 

Job description

  • Participate in collegiate investment decisions and applied investment research
  • Perform investment-oriented research projects according to the annual Equity research agenda, in close collaboration with the Equity Quantitative Research team
  • Research and integrate ESG/SRI features in strategies to establish the company as a leader on ESG risk integration into its investment process
  • In close collaboration with Relationship Managers from the Sales team, ensure good follow-up of existing institutional Equity investors, including performance reporting meetings, feedback and client-oriented research
  • Support the Sales colleagues in the business development activitiy, including researching potential new investment solutions for clients
  • Provide support to the sales team with portfolio analytics, presentations and direct participations in pitches
  • Drive the development of equity thought leadership publications and client-oriented newsletters and research notes
  • Collaborate with the transversal Reporting team to design, enhance and periodically review client presentations and reports
  • Support the Marketing team for the review and documents validation for the RFP process

 

Profile required

  • MSc or equivalent degree in Finance, Maths, Physics or other quantitative discipline
  • At least 8 years of experience in investment management, ideally either in an asset manager or an asset owner
  • Demonstrated knowledge and understanding of equity markets
  • Demonstrated knowledge and interest in Sustainable investing
  • Combine investment management and client-facing skills
  • Strong analytical capabilities

 

All files will be treated with the utmost confidentiality

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