Junior Investment Analyst (Public Markets)

Job Description:

Join a multi-family office with multiple international locations. Assist the CIO with daily operations and key business activities. Respond to client and CRM requests related to investment advice, performance, and portfolio management. Prepare detailed investment presentations for internal and external stakeholders. Monitor and report on portfolio performance and key investment holdings. Manage rebalancing requests to ensure optimal portfolio alignment. Maintain up-to-date factsheets on strategic equity investments. Collaborate with portfolio managers and advisors to support effective execution of investment strategies. Conduct market and security-level research to support investment decision-making. Develop and maintain financial and investment models.

Candidate Profile:

• 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 related discipline
• Proficient in Microsoft Office, especially Excel and PowerPoint
• Strong interest in financial markets, macroeconomics, and multi-asset investment products; foundational understanding of portfolio management
• Experience with Bloomberg Professional is an advantage
• Fluent in English and German; French skills are a plus
• Capable of working independently and as part of a team

Additional Benefits:

Hybrid work system, modern office spaces in Zurich, attractive pension plan and benefits.

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