Beyond Potentials

Cross-Asset Portfolio Manager's Assistant – Family Office

Beyond Potentials  •  Genève, CH (Onsite)  •  3 hours ago
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Job Description


Your future employer


Confidential


Your mission and contribution


To support the CIO and Portfolio Manager in the continued
development of the investment function, our client is looking to hire a

Cross-Asset
Portfolio Manager's

Assistant. This is an exceptional opportunity to gain
broad exposure across asset classes while working in a highly entrepreneurial
and intellectually stimulating environment.


Key
Responsibilities:


As a

Cross-Asset Portfolio Manager's Assistant

,
you will:


  • Support the Investment Manager in the day-to-day management of a
    global multi-asset portfolio.

  • Assist with market monitoring, macroeconomic research, and
    investment analysis across equities, fixed income, currencies,
    commodities, and alternative investments.

  • Prepare investment summaries, portfolio reviews, and performance
    reports.

  • Monitor existing positions and contribute to the identification of
    new investment opportunities.

  • Coordinate trade execution and maintain relationships with banking
    counterparties and external service providers.

  • Assist in portfolio re-balancing and cash management activities.

  • Develop and improve quantitative tools, dashboards, and reporting
    processes to enhance investment decision-making.

  • Support due diligence and ongoing monitoring of selected private
    market investments when required.

  • Contribute to investment committee materials and other ad hoc
    strategic projects.


Requirements


  • Bachelor's or Master's degree in Finance, Economics, Business,
    Mathematics, or a related field.

  • 1–3 years of experience in cross-asset portfolio management,
    investment analysis (strong internships may also be considered).

  • Strong interest in financial markets and cross-asset investing.

  • Solid analytical and quantitative skills with excellent attention
    to detail.

  • Good understanding of financial instruments and portfolio
    construction principles.

  • Proficiency in Excel; knowledge of Bloomberg and/or programming
    languages such as Python is an advantage.

  • Ability to communicate ideas clearly and present information in a
    concise and structured manner.

  • High level of integrity, discretion, and professionalism.

  • Humility, intellectual curiosity, and a strong willingness to
    learn.

  • English fluent (mandatory)


Benefits


You
will thrive in this organization if you have


  • Have
    the ability and willingness to work in a small organization where you need
    to be hands-on and agile

  • The
    desire to build a long-term career within a highly entrepreneurial family
    office setting.


What’s on offer



  • An intellectually stimulating
    environment offering significant learning and long-term career development
    opportunities.

  • A unique opportunity to work alongside experienced
    professionals with exposure to global cross-asset investing.
Beyond Potentials

About Beyond Potentials

Beyond Potentials is a recruitment and HR consulting firm in Geneva & Monaco, that helps organizations and talent come together around shared values, vision, and ambitions.

We are specialized in banking and financial services, offering deep expertise to identify and attract the right talent.

Our Executive Search capabilities cover all levels, from junior to senior, and span all functions, from back office to front office, ensuring the perfect fit for both skills and cultural alignment.

Because we believe in Human Energy more than Human Resources, we are here to help organisations developing their people so they can maximise potential in an economy of connectivity, agility and creativity.

Our fields of expertise as recruiters :

- Banking &Financial Services

- Human Resources

- Finance and Audit

Our training skills :

- Business Development and Sales

- Interview coaching

- Communication and interpersonal skills

- Executive coaching

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Geneva, CH
Year Founded
Unknown
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