For one of our clients, an independant asset manager based in Geneva, we are looking for a :

SENIOR INVESTMENT ADVISOR MEA

Job 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.

For one of our clients, an asset management company based in Nyon, we are looking for a :

JUNIOR QUANT PM / AI

Job description

• Carry on research projects on new and existing investment strategies with a strong focus on AI developments.
• Contribute to run a range of liquid systematic equity strategies including Core AI and Defensive portfolios
• Participate to day-to-day portfolio management activities such as portfolio rebalancement, monitoring, hedging and news flow follow-up

Required profile

• University degree in IT, science, mathematics, or equivalent
• Strong quantitative background including AI tools / models
• Experience in asset management will be a plus
• Proficiency in programming languages (primarily Python), knowledge of Matlab and SQL a plus
• Knowledge of Bloomberg and other financial data providers a plus
• English is our primary working language; French, German will be a plus
• Team player
• Ability to work in an entrepreneurial, small-scale organisation
• Highly motivated and enjoy challenges
• Excellent interpersonal and communication skills
• Strong sense of values and ethics

All files will be treated with the utmost confidentiality.

For one of our clients, a Swiss-based asset management company, we are looking for a :

QUANTITATIVE PORTFOLIO MANAGER - EQUITIES

Job description

• Collaborate with the existing PM team to run a range of liquid systematic equity strategies including Core AI and Defensive portfolios
• Participate to day-to-day portfolio management activities such as portfolio rebalancement, monitoring, hedging and news flow follow-up
• Carry on research projects on new and existing investment strategies with a strong focus on AI developments.
• Participate to client meetings, in particular with German-speaking institutional investors

Required profile

• University degree in science, mathematics, economics, or equivalent, CFA or equivalent a plus
• Strong quantitative background
• Minimum of 5 years’ experience in asset management
• Good knowledge of Python, knowledge of Matlab and SQL a plus
• Knowledge of Bloomberg and other financial data providers
• English is our primary working language
• Professional knowledge of German

All files will be treated with the utmost confidentiality.

For one of our clients, a Financial Company based in Lausanne area, we are looking for a:

MIDDLE OFFICER / ALTERNATIVE INVESTMENTS

Job description

• Manage operational processes for alternative investments, including subscriptions and redemptions, capital calls, distributions, and corporate actions.
• Update and oversee portfolio management systems and ensure accurate tracking of cash flows and performance.
• Perform reconciliations, fund accounting controls and NAV validations.
• Conduct AML/KYC reviews and ensure compliance with internal policies and regulatory requirements
• Liaise with custodians, administrators, and external parties to resolve discrepancies.
• Prepare investment reports and manage audit and internal control requests.
• Actively participate in various projects at department and company level.
• Identify and implement operational process improvements and contribute to various developments and business improvement initiatives

Required profile

• Bachelor’s degree in Business, Finance, or related field; advanced qualifications are an asset.
• Minimum 5 years’ experience in a similar role.
• Proven expertise in Private Equity funds, LP structures and Private Direct Investments.
• Strong expertise in fund structures and alternative investments, with solid proficiency in fund accounting processes and financial reporting.
• Excellent IT skills, with strong proficiency in MS Office, process automation (VBA a plus), and familiarity with financial software and CRM tools.
• Excellent analytical and problem-solving skills; high attention to details.
• Fluent in English and French; strong communication abilities.

All files will be treated with the utmost confidentiality.

For one of our clients, a private bank based in Lausanne, we are looking for an :

ASSISTANT RELATIONSHIP MANAGER

Job description

• Provide daily support to Relationship Managers in their client-related activities (correspondence, meeting coordination, documentation).
• Manage client administrative tasks, including account opening procedures, CRM updates, and handling of client inquiries and requests.
• Assist in the preparation of client invitations and related communication materials.
• Prepare all documentation required for client visits, ensuring accuracy and timeliness.
• Monitor client portfolios and execute client instructions, ensuring proper documentation in the CRM tool.
• Proactively support Relationship Managers in meeting defined key risk indicators in line with the agreed risk profile.
• Act as deputy for other assistants and handle selected RM responsibilities during absences.
• Coordinate client events in collaboration with the Events & Market Management team.

Required profile

• Minimum of 3 years’ experience in a similar role within private banking or wealth management.
• Strong organisational and multitasking skills, with attention to detail.
• Fluent in french, and either English or German.
• Proficiency in MS Office and CRM systems.
• Ability to work autonomously while supporting a team-oriented environment.
• Strong client service orientation and high level of discretion.
• Flexibility and adaptability to changing priorities.

All files will be treated with the utmost confidentiality.

Pour l’un de nos clients, une banque privée genevoise, nous recherchons un(e) :

SENIOR COMPLIANCE OFFICER –

SURVEILLANCE CONSOLIDÉE GROUPE

Description du poste

Sous la responsabilité du Responsable de la surveillance consolidée Groupe, vous participerez à la mise en œuvre du dispositif de surveillance consolidée afin de garantir le respect des exigences réglementaires, locales et Groupe, en particulier en matière de LBA et de conformité.

• Participer à la définition du programme annuel de surveillance consolidée, selon une approche fondée sur les risques.
• Contrôler le respect des exigences AML et réglementaires dans l’ensemble du Groupe et conseiller les entités concernées.
• Réaliser des contrôles à distance ou sur place sur les processus AML et de conformité réglementaire (revue de relations d’affaires, de transactions, de procédures, etc.).
• Rédiger des rapports de contrôle et des recommandations ; assurer le suivi des plans d’action.
• Veiller à l’efficacité du dispositif de surveillance consolidée et proposer des pistes d’amélioration.
• Coordonner les reportings périodiques des entités du Groupe (bi-mensuels, trimestriels, annuels) et contribuer à la consolidation et à la rédaction des rapports destinés aux organes de direction et au régulateur.
• Apporter votre expertise aux projets du département et contribuer au développement d’outils de reporting.

Profil recherché

• Formation universitaire en droit, économie ou formation bancaire.
• Expérience d’au moins 7 ans en compliance ou audit, idéalement dans un environnement bancaire international.
• Très bonnes connaissances des réglementations en vigueur, notamment LBA, OBA-FINMA, CDB.
• Esprit analytique, rigueur et capacité à rédiger avec clarté.
• Sens de la diplomatie et bonne communication.
• Maîtrise du français et de l’anglais ; toute autre langue constitue un atout.
• Maîtrise des outils informatiques usuels ; la connaissance d’Avaloq est un plus.
• Résidence en Suisse requise.
• Disponibilité à voyager ponctuellement (10–15 % du temps).

Nous garantissons une discrétion absolue dans l’étude des dossiers de candidature qui nous sont soumis.

Pour l’un de nos clients, une banque privée genevoise, nous recherchons un(e) :

PROJECT & REPORTING COMPLIANCE OFFICER

Description du poste

Sous la supervision du Responsable « Projets & Reporting », vous serez en charge de garantir la mise en œuvre des projets liés à la conformité réglementaire du Groupe, en assurant la coordination entre les équipes Compliance, IT et projets, et en contribuant activement aux initiatives d’innovation et de transformation digitale.

• Participer au déploiement des projets structurants pour la filière Compliance.
• Définir les spécifications fonctionnelles des outils et participer aux phases de test.
• Assurer la coordination entre Compliance et les équipes projets internes.
• Représenter la Compliance dans les comités projets Groupe.
• Gérer la relation avec les prestataires de solutions Compliance en lien avec le procurement.
• Préparer les données nécessaires aux contrôles périodiques, aux reportings réglementaires et autres requêtes internes.
• Participer à l’évolution des outils, processus et systèmes IT en lien avec le modèle opérationnel cible de la conformité.
• Suivre la performance des outils et services fournis par des prestataires externes.
• Gérer les mises à jour des outils et la remédiation des incidents opérationnels.

Profil recherché

• Minimum 7 ans d’expérience en conformité ou en gestion de projets, idéalement dans un environnement bancaire.
• Expérience avérée dans la gestion de projets Compliance
• Solide maîtrise des outils d’analyse de données et de reporting.
• Excellentes capacités d’analyse, de communication et de coordination.
• Esprit d’équipe, proactivité et orientation solution.
• Maîtrise du français et de l’anglais.
• Résidence en Suisse requise.

Nous garantissons une discrétion absolue dans l’étude des dossiers de candidature qui nous sont soumis.