For one of our clients, an independant asset manager based in Geneva, we are looking for a:SENIOR INVESTMENT ADVISOR MEAJob description - Advising clients on their investment portfolio allocation and setting investment strategy cross-asset.
- Portfolio reviews and investment ideation in line with client's risk profile and investment objectives.
- In charge of the Private Equity asset class
- Identifying and sourcing new Private Equity investment opportunities
- Conducting due diligence on private companies
- Making investment recommendations to clients
- Monitoring existing investments
Required profile - At least 10 years of experience in a similar position within a bank, an external asset manager or a family office.
- University degree or equivalent in Finance. Professional degree (CFA, CIIA) is a plus.
- Good understanding of both private equity asset and liquid assets.
- Financial English written and spoken, French spoken and written. Arabic a plus
- Pragmatic can-do attitude, proactive and flexible.
- Charismatic with excellent communication and interpersonal skills.
- Team player and willingness to collaborate across the team
- Able to travel
All files will be treated with the utmost confidentiality.
Lotus Partners
