Junior Investment Analyst (Public Markets)

Multi-family office with many international offices worldwide.

Responsibilities:

1. Assist the CIO with daily operations and key business activities.
2. Respond to client and CRM requests related to investment advice, performance, and portfolio management.
3. Prepare detailed investment presentations for internal and external stakeholders.
4. Monitor and report on portfolio performance and key investment holdings.
5. Manage rebalancing requests to ensure optimal portfolio alignment.
6. Maintain up-to-date factsheets on strategic equity investments.
7. Collaborate with portfolio managers and advisors to support effective execution of investment strategies.
8. Conduct market and security-level research to support investment decision-making.
9. Develop and maintain financial and investment models.

Ideal Candidate:

• Investment analyst role in a multi-family office.
• Great career opportunity in the public markets area.
• Bachelor\’s or Master\’s degree in Finance, Economics, Business, or a related discipline.
• Proficient in Microsoft Office, particularly Excel and PowerPoint.
• Strong interest in financial markets, macroeconomics, and multi-asset investment products, with a foundational understanding of portfolio management.
• Experience with Bloomberg Professional is an advantage.
• Fluent in English and German; French language skills are a plus.
• Capable of working both independently and as part of a team.
• Hybrid work system.
• Modern, newly designed office spaces in the heart of Zurich.
• Attractive pension plan and benefits.

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