Portfolio Manager (m|f|x) Geneva

We are seeking an experienced Portfolio Manager to manage discretionary client portfolios and contribute directly to investment strategy, asset allocation, portfolio construction, and risk management. The successful candidate will play a key role in delivering strong risk-adjusted investment performance, supporting client relationships, contributing to Investment Committee discussions, and helping grow the firm's discretionary portfolio management offering.

Tasks

Portfolio Management

• Manage a portfolio of discretionary client mandates across a range of risk profiles.
• Make investment recommendations and portfolio allocation decisions in line with client objectives and investment guidelines.
• Monitor portfolio performance, risk exposures, liquidity, and suitability.
• Execute portfolio changes and rebalancing activities as required.

Investment & Market Research

• Contribute to Investment Committee discussions and investment decision-making.
• Develop investment views across asset classes and identify portfolio opportunities.
• Conduct market, macroeconomic, and investment research to support portfolio positioning.
• Prepare investment commentary, performance analysis, and portfolio reviews.

Client & Business Development

• Participate in client meetings, portfolio reviews, and pitches to prospective clients.
• Support Relationship Managers and Front Office teams in growing discretionary assets under management.
• Present investment strategy, market views, and portfolio performance to clients and internal stakeholders.

Risk, Governance & Operations

• Ensure portfolios remain compliant with mandates, regulatory requirements, and internal policies.
• Oversee portfolio risk management, cash management, and control processes.
• Liaise with Compliance, Risk, Operations, and Technology teams to ensure efficient portfolio implementation.

• Allocate and monitor securities within a portfolio, aligned with the bank’s risk tolerance framework and changing market conditions, investment objectives, and regulatory requirements, utilizing specialist software and data analytics tools to enhance portfolio management efficiency and effectiveness.
• Conduct research and analysis on various securities (equities, bonds, funds) to identify profitable investment opportunities, aligned with the bank’s risk tolerance.
• Communicate the bank’s investment philosophy, decision-making processes, and investment selection to clients and other key stakeholders, such as relationship managers and investment advisors.
• Monitoring performance against benchmarks and objectives, analyzing risk metrics, and preparing reports for senior colleagues and internal stakeholders.
• Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
• Conducting simulations to assess the portfolio’s resilience to different market scenarios and economic downturns, identifying potential vulnerabilities, recommending risk mitigation strategies, and communicating key findings to senior executives and board members.
• Monitoring economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
• Researching emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns.
• Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.
  

Profile / Your qualification / Your personality

Essential Criteria

• CFA Charterholder.
• Extensive experience in portfolio management, asset management, or institutional investing.
• Deep understanding of portfolio construction, asset allocation, and investment risk management.
• Experience presenting investment recommendations and market views to clients and senior stakeholders.
• Excellent analytical, communication, and presentation skills.
• Advanced Excel skills; proficiency in Bloomberg is a plus.
• Fluent in English.

Desirable Criteria

• French language skills.
• Experience managing discretionary portfolios for HNW/UHNW clients.
• Experience with VBA, Python, or other quantitative/investment analytics tools.
• Degree in Finance, Economics, Mathematics, Engineering, or a related field.

• To contribute to or establish strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies and processes; deliver continuous improvements and escalate breaches of policies and procedures.
• If managing a team, they define roles and responsibilities, plan for the department’s future needs and operations, provide performance feedback to employees, and contribute to decisions regarding employee compensation. They may also lead a team of specialists to influence departmental operations, aligning with both strategic and tactical priorities, while balancing short- and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will be a subject matter expert within their own discipline and will guide technical direction. They will lead collaborative, multi-year projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete projects. They will train, guide, and coach less experienced specialists and provide insights regarding long-term profitability, organizational risks, and strategic decisions.
• Advise key stakeholders, including functional leadership teams and senior management, on functional and cross-functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team performs.
• Demonstrate a comprehensive understanding of the organization’s functions to contribute to achieving the business’s goals.
• Collaborate with other departments to ensure business-aligned support functions stay up to date with business activities and strategies.
• Create solutions based on sophisticated analytical thinking by comparing and selecting complex alternatives. In-depth analysis combined with interpretive thinking will be required to define problems and develop innovative solutions.
• Incorporate the findings of extensive research into problem-solving processes.
• Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

Contact

Lorna Porter

Executive Recruiter for COO

Location

Chemin de Grange-Canal 18–20, CH-1224 Chêne-Bougeries, Geneva