Investment Solutions Manager - Geneve, Schweiz - OPTIMA PARTNERS
Beschreibung
Investment Solutions Manager
For our client, a human sized Geneva based private bank, we are currently looking for an Investment Solutions Manager reporting to the Head of Advisory.
Your tasks
- Packaging of investment solutions: source investment opportunities, mainly based on inhouse invest investment capabilities (cash management, FX, fixed income, equity, hedge funds, private equity, structured products, derivatives etc.), but external resources might be leveraged; prepare client ready documentation to "pitch" the investment ideas / opportunities, incl. education to RMs if necessary
- Support to advisory value chain optimization: contribute to optimization of investment delivery value chain, incl. organization, processes and tooling
Your Profile
- Degree or above with major in Business Administration or Finance
- CFA would be a plus.
- At least 5 years' experience in product marketing management or crossasset investment ideas
- Solid knowledge in investment and strong understanding of the advisory service
- Curious, passionate about financial markets and willing to contribute with your own investment ideas the production of investment ideas
- Excellent writing skills, especially in English
- Excellent presentation skills (PowerPoint), you know how to emphasize an idea
- Extremely versatile, dedicated to efficient productivity with a drive to improve processes and planification
- Strong team player with a collaborative mindset, with good interpersonal and communication skills, able to support and liaise with multiple stakeholders (analysts, traders, investment advisors, bankers)
- Strong analytical and problemsolving skills, high attention to detail and ability to understand or perform complex numerical analysis
- Ability to prioritize and meet deadlines
- Very good command of both spoken and written English and French. Proficiency in another language will be an advantage (Portuguese, Spanish or German
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