Vacancy Description
For one of our clients, a Wealth Management company based in Geneva, we are looking for a:
PORTFOLIO MANAGER
Job description
Portfolio Management/Oversight and Cash/Liquidity Management
- Perform daily review of client portfolios to ensure alignment with investment mandates, guidelines, and strategic asset allocation.
- Oversee cash positions across all client accounts.
- Anticipate liquidity needs and ensure sufficient funding for trades, fees, and withdrawals.
- Proactively manage cash to avoid overdrafts or inefficient idle balances.
- Monitor positions, performance, and risk exposures across asset classes.
- Investigate and resolve discrepancies identified through portfolio and custodian reconciliations.
- Ensure data integrity and consistency across portfolio management systems and reporting tools.
Investment A...
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