Cross-Asset Portfolio Manager's Assistant – Family Office
Your future employer
Confidential
Your mission and contribution
To support the CIO and Portfolio Manager in the continued
development of the investment function, our client is looking to hire aCross-Asset
Portfolio Manager'sAssistant. This is an exceptional opportunity to gain
broad exposure across asset classes while working in a highly entrepreneurial
and intellectually stimulating environment.
Key
Responsibilities:
As aCross-Asset Portfolio Manager's Assistant,
you will:
- Support the Investment Manager in the day-to-day management of a
global multi-asset portfolio.
- Assist with market monitoring, macroeconomic research, and
investment analysis across equities, fixed income, currencies,
commodities, and alternative investments.
- Prepare investment summaries, portfolio reviews, and performance
reports.
- Monitor existing positions and contribute to the identification of
new investment opportunities.
- Coordinate trade execution and maintain relationships with banking
counterparties and external service providers.
- Assist in portfolio re-balancing and cash management activities.
- Develop and improve quantitative tools, dashboards, and reporting
processes to enhance investment decision-making.
- Support due diligence and ongoing monitoring of selected private
market investments when required.
- Contribute to investment committee materials and other ad hoc
strategic projects.
Requirements
- Bachelor's or Master's degree in Finance, Economics, Business,
Mathematics, or a related field.
- 1–3 years of experience in cross-asset portfolio management,
investment analysis (strong internships may also be considered).
- Strong interest in financial markets and cross-asset investing.
- Solid analytical and quantitative skills with excellent attention
to detail.
- Good understanding of financial instruments and portfolio
construction principles.
- Proficiency in Excel; knowledge of Bloomberg and/or programming
languages such as Python is an advantage.
- Ability to communicate ideas clearly and present information in a
concise and structured manner.
- High level of integrity, discretion, and professionalism.
- Humility, intellectual curiosity, and a strong willingness to
learn.
- English fluent (mandatory)
Benefits
You
will thrive in this organization if you have
- Have
the ability and willingness to work in a small organization where you need
to be hands-on and agile
- The
desire to build a long-term career within a highly entrepreneurial family
office setting.
What’s on offer
- An intellectually stimulating
environment offering significant learning and long-term career development
opportunities.
- A unique opportunity to work alongside experienced
professionals with exposure to global cross-asset investing.