Investment Analyst
The company
An institutional investment manager based in Geneva, Switzerland. Founded in 2007, the Firm has c.$2.1B Assets under Management across 2 strategies (equity long-only and equity long/short). The Firm focus is on long-term capital preservation and appreciation via investments in International public equities.
The position
We are looking to add an Investment Analyst to the team. The candidate will have the opportunity to join a small, close-knit and high-profile team working with a collegial approach. The new team member will immediately be in direct interaction with the Firm’s Partners & Portfolio Managers, offering a unique exposure that cannot be replicated at larger firms. The position will be based in the Firm’s Geneva office.
More specifically, the Investment Analyst will work across 3 major areas:
- Evaluation of new investments within the Japanese portfolio companies: perform in-depth due diligence on potential new investments to be added to the Firm’s Long-only and Long/Short portfolios
- Conduct thorough market and competitive analysis, including leveraging external experts to deep-dive on industry growth drivers and players’ positioning
- Develop detailed fundamental, bottom-up financial models following our proprietary valuation framework
- Develop and substantiate investment thesis, present findings and recommendations to the Investment Committee, conduct ad hoc follow-ups
- Monitoring existing positions within the Japanese portfolio companies: provide ongoing coverage for a number of Long and Short positions
- Follow companies’ quarterly results (including competitors’), update financial models and re-assess position risk / reward profile
- Conduct additional analysis to re-evaluate original investment thesis on an ad-hoc basis
- ESG
- Create and complete database of ESG metrics for portfolio companies
- Conduct deep-dives on specific ESG topics to present to senior team members
The profile
The position is best suited to Master’s degree students from a top-ranked institution who are looking for a first position at an established asset management firm. Fluency in Japanese is a requirement, given the focus on the Japanese market. Ability to easily travel to the US (e.g. US passport) is also a requirement given our large US investor base.
The ideal candidate will have:
- Master’s degree from a top-ranked institution, with GPA >3.75 (or equivalent)
- Fluency in English and Japanese, given the focus on the Japanese market
- Experience in investment idea generation, supported by qualitative / quantitative research and data analysis, as well as knowledge of financial modelling and valuation topics
- Expertise in companies’ ESG data and performance analysis; interest in ESG topics (e.g. energy transition, renewable energies) a strong plus
- Superior analytical mindset, with proven ability to think independently
- Structured approach to problem solving, with the ability to frame complex and ambiguous problems and focus on their most critical components; the position requires the ability to distill from a variety of input the ones that are key to the investment thesis
- Strong communication skills for presenting insights effectively; given the Firm focus on the US institutional market, previous experience in client facing roles in US is desirable
Kontakt
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