Portfolio Manager Public & Private Investments

Certified Financial Analyst public and private CFA Required Portfolio Manager Public & Private Investments About Private Family Office Our private family office is dedicated to managing the long-term wealth and investments of a single family. With a focus on high-conviction portfolio management, we specialize in public equities, private equity, and real estate investments, aiming to deliver consistent market outperformance while aligning with the family's values and financial objectives. Qualifications English perfect fluency. CFA (Chartered Financial Analyst). Bachelor's or Master’s degree in Finance, Economics, or related field. Proven experience in portfolio management with a strong focus on equity investments (US equities experience highly preferred). Verifiable track record of alpha generation vs. benchmarks (, S&P 500). Strong analytical, research, and communication skills. Ability to translate complex strategies into clear recommendations. Comfortable working independently and directly with principals. Familiarity with ESG, real estate, fixed income, private equity, and venture capital is a plus. Able to manage junior analyst What We’re Looking For We value integrity, excellence, collaboration, and calm confidence. The ideal candidate is thoughtful, flexible, grounded, and proactive—someone who thrives in a high-trust, low-ego environment and enjoys working closely with a small, mission-driven team. Work Location This is a full-time, on-site role based in Montreux, Switzerland (Monday–Friday). To Apply Please submit your resume and a brief cover letter outlining your relevant experience and what draws you to this role. jide5e1b44afr jit0519afr

Location: montreux, CH

Posted Date: 5/7/2025