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Investment Manager - Listed Assets

Optima Partners

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Optima Partners
Investment Manager - Listed Assets
Job Description

Investment manager Private Equity - Life Science

For our client, a Zurich based international Family Office we are currently looking for an Investment manager - Listed Assets.

You will report directly to the CEO and have the opportunity to join a dynamic and growing team!


  • Portfolio Management (all asset classes, predominant direct investments)
  • Meets with clients, determining their needs and requirements, providing strategic advice, and managing their assets accordingly.
  • Prepares risk analyses and financial, investment, and asset management reports.
  • Creates, organizes, and manages client portfolios.
  • Monitors asset performance and executes corrective measures when early warning signs exist on performance issues
  • Monitors accounts and reports on fixed asset and deferred charge asset.
  • Develops strategies to increase ROI and minimizes risk factors and losses.
  • Research relevant markets and identifies trends and patterns.
  • Collaborates with the asset management team and senior executives.
  • Coordinates with banks, research provider, asset managers, attorneys, auditors, etc.
  • Compiles and presents asset management reports to clients, supervisors, and senior executives

Your profile

  • Swiss/EU passports or valid Swiss work permit
  • Min. 5 years of professional experience in asset management or related field preferred
  • Bachelor's degree in finance, accounting, economics, business administration or related field (MBA preferred)
  • CFA, CTP, and CPA preferred
  • Strong financial background with experience in financial modelling.
  • Strategically minded with strong analytical and problem-solving skills.
  • Profound IT-affinity, in particular MS Office. Bloomberg would be a plus.
  • Excellent organizational and managerial skills.
  • Attention to detail.
  • Analytical thinking combined with a hands-on business approach
  • Entrepreneurial mindset and self-starter, able to work in a small team
  • Down to earth-mentality and great interpersonal skills
  • Flexible, team player, hands-on, proactive, dynamic
  • Fluent in German, English, any other language is a plus

What our client offers:

  • Be part of a young, dynamic team with a flat hierarchy
  • Hands-on decision making and
  • High degree of entrepreneurial freedom and opportunity to build up a portfolio and to shape the investment strategy
  • Bank network
  • Use wide range of financial instruments


Rue De-Candolle 9, Genève, Canton de Genève 1205, CH

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