About this role
Ref 2578267 \| Date: 11 Sept 2026  The Portfolio Manager will play a central role in supporting and servicing client portfolios on a day\-to\-day basis. Acting as a key point of contact for clients and counterparties, the successful candidate will ensure that portfolio\-related matters are executed efficiently, accurately, and with the highest standards of professionalism. This is an operational role. Portfolio Manager \- Financial Services Multi\-Family Office **Missions** Key Responsibilities -------------------- ### Client Coverage \& Relationship Management * Participate in and prepare for client meetings, including the preparation of supporting materials, portfolio reviews, and presentations. * Serve as a trusted point of contact for clients, ensuring timely and professional responses to enquiries and requests. * Communicate portfolio updates, investment decisions, and performance information clearly and effectively. * Ensure all client actions and follow\-up items are tracked and completed efficiently. ### Portfolio Management \& Implementation * Assist in the management and monitoring of client portfolios in line with investment objectives, risk profiles, and liquidity requirements. * Prepare portfolio rebalancing recommendations and implementation proposals. * Monitor portfolio exposures, cash balances, and asset allocations across multiple asset classes. * Work closely with senior investment professionals to support portfolio construction and ongoing portfolio management activities. ### Trade Execution \& Operational Oversight * Prepare and coordinate trade instructions with banks, custodians, and external providers. * Monitor the execution process and ensure transactions are completed accurately and within established procedures. * Follow up on outstanding orders and ensure proper documentation and record keeping. * Maintain high standards of operational accuracy and compliance with internal controls and approval processes. ### Reporting \& Data Management * Review portfolio reporting data and validate the accuracy of holdings, valuations, and performance information. * Coordinate with custodians, administrators, and service providers to resolve discrepancies and data issues. * Prepare high\-quality client reports, presentations, and investment updates. * Assist in maintaining comprehensive portfolio records across both public and private investments. ### Investment Support * Conduct portfolio\-related analysis and assist with monitoring investment positions across asset classes. * Contribute to investment research, manager reviews, and due diligence efforts as required. * Support the investment team with ad hoc analyses relevant to client portfolios and investment opportunities. **Profil du candidat** We are seeking an individual who combines professionalism, intellectual curiosity, strong execution skills, and a genuine commitment to client service. The ideal candidate will demonstrate: * A Bachelor's degree in Finance, Economics, Business Administration, or a related discipline. * Approximately 3 to 5 years of experience within a family office, private bank, wealth management firm, external asset manager, or investment advisory environment. * Excellent communication and interpersonal skills, with the ability to build trusted relationships internally and externally. * A strong sense of ownership and accountability, with a willingness to take responsibility for outcomes and see tasks through to completion. * Strong organisational skills and exceptional attention to detail. * Sound understanding of portfolio management principles and financial markets. * Advanced Excel skills and confidence working with investment and reporting data. * Experience using Bloomberg and other financial market tools. * Familiarity with portfolio reporting systems such as QPLIX, DAPM, or similar platforms would be advantageous. * Ability to manage multiple priorities while maintaining a high level of accuracy. * Fluent English, both written and spoken. Additional languages are an asset. * CFA Level I completed or progression within the CFA Program would be viewed favourably. Personal Attributes ------------------- Success in this role requires an individual who is: * Client\-centric and service\-oriented. * A collaborative and supportive team player. * Highly organised and detail\-focused. * Professional, discreet, and dependable. * Proactive and solution\-oriented. * Adaptable in a dynamic and entrepreneurial environment. * Committed to maintaining the highest standards of integrity and professionalism. **Conditions et Avantages** ### Why Join? This is an outstanding opportunity to join a respected and growing multi\-family office, working closely with sophisticated clients and experienced investment professionals across a broad range of asset classes. The role offers meaningful responsibility, exposure to complex portfolios, and long\-term professional development within a highly collaborative culture. jpid66c0281jm jpit0937jm jpiy26jm