Portfolio Manager - Equity Strategies
CBH Compagnie Bancaire Helvetique SA
- Genf
- Fr. 160'000-175'000 pro Jahr
- Unbefristet
- Vollzeit
- Develop and implement investment strategies tailored to our focused investment approach, leveraging both qualitative and quantitative analysis.
- Conduct thorough fundamental analysis to identify undervalued stocks, assess risk factors, evaluate announced M&A deals and assess probabilities of successful closing of deals.
- Lead the due diligence process for potential investments, including financial modeling, valuation analysis, and risk assessment.
- Build and manage a diversified portfolio of positions aligned with the AMC’s investment objectives and risk parameters.
- Monitor and evaluate market trends, economic indicators, and geopolitical events to anticipate shifts in market dynamics and adjust portfolio positioning accordingly.
- Communicate investment thesis, portfolio positioning, and performance updates to internal stakeholders and external investors.
- Stay abreast of industry developments, regulatory changes, and emerging technologies that may impact investment opportunities.
- Continuously evaluate and refine investment processes, methodologies, and tools to enhance performance and efficiency.
- Align personal interests with those of investors.
- Marketing of the AMC to qualified investors including internal clients of CBH and external investor base.
- Over 10 years of relevant experience in investment banking and broader finance;
- Strong analytical skills with at least basic qualification in accounting and proficiency in financial modeling and valuation techniques, as the core strategy will be focused in value investing.
- A good understanding and track record of M&A deals, as part of the investment strategy will involve analysis of probabilities of success of announced M&A deals.
- Relevant education in the area of Finance and/or Economics.
- Readiness to align his/her interests with those of investors by making personal commitment in the managed fund, according to the best market practice.
- A good network of prospect clients (HNWI’s) in order to timely reach the initial milestone of USD 50-100m invested in AMC.
- Readiness to travel long distances (Middle East, Latin America) to extend the product offering to existing and prospect clients of the Bank;
- English is a must, knowledge of any other languages will be an additional bonus.
- Accident insurance coverage professional and nonprofessional and stop loss insurance entirely covered by CBH.
- Retirement savings plan with employer matching contributions.
- Opportunities for professional development and career advancement.
- Collaborative and supportive work environment with a team of experienced professionals.
JobCloud