We are seeking a versatile, analytical and detail-oriented professional to support:- Daily business operations
- Investment research and due diligence
- Investor communications and reporting
This role is ideal for someone who thrives in a dynamic boutique environment and enjoys working across multiple functions.
Key Responsibilities
Business & Operations
- Perform daily operations including reporting and reconciliations
- Support risk and business reporting
- Maintain accurate internal data and portfolio/risk records
- Customer reports
Investment Research & Due Diligence
- Conduct market and benchmark analysis
- Perform credit and fund due-diligence work
- Prepare Investment Committee materials, presentations, and analyses
Investor Relations Support
- Maintain fund presentations, factsheets, DDQs, and investor materials
- Support investor meetings, follow-ups, and CRM management
- Prepare the monthly client newsletter
- Update website content (fund updates, news, thought pieces)
- Assist in coordinating internal and external communications
Candidate Profile
Required
- Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or Computer Science
- Exceptional analytical skills, highly organized with attention to detail
- Proactive, self-starter, reliable, and comfortable working in a small-team environment
- Strong written and verbal communication skills in both English and French (mother tongue level)
- Excellent Excel and PowerPoint skills
- Must be a Swiss resident or have at least a B work permit
Preferred
- Up to 2 years’ experience in wealth or asset management
- Software programming capabilities or knowledge (e.g., Python)
- Familiarity with portfolio/risk management systems and CRM tools
What We Offer
- A collaborative, entrepreneurial, and merit-driven culture
- Exposure to experienced senior investment professionals
- Deep specialization in an attractive, growing niche of fixed income
- A varied role with both analytical and operational responsibilities
- Ability to directly influence investor communications and internal processes
- Strong learning and career-growth opportunities
