Responsible for assisting the Investment Counsellors in the positioning/delivery of investment solutions to clients and prospects of Private Bank, with the primary aims of:
Support IC on all administrative tasks : CIP/ AIP reports, CRM reports, SQS issues, updating spreadsheets, presentations, finding information on products, mandates etc.
Prepare account reviews and help IC to prepare for client meetings
Preparation for business trips and help IC with follow up after the trip
Gaining strong and thorough knowledge of the various asset classes and investment products.
Be an efficient back-up for the IC in their absence ( i.e. client request for research, etc.)
Proactive review/investment proposal to Clients in close co-operation with the IC
Perform investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations, weekly IC /RM meetings, etc
Follow up on recommendations (limit orders, entry points, executions)
Advise on corporate actions with advice from the IC
Learn and understand the basics of asset allocation and portfolio optimization
Liaise with product specialists i.e. for bond and equity lists research, etc.
Execute market orders in Avaloq
Learn how to examine portfolios and choose products from our offering
Keep up to date on the ISPS product offering ( all asset classes) by attending ISPS Sales Meetings
Maintain a good level of general financial knowledge and asset classes and investment products
Attend the Monday morning Investment meetings.
Impact on the Business
The analyst role is key in the delivery of investment solutions to our clients. They are client-facing, deal with ISPS specialists, are working very closely with more senior ICs. Impact is investment revenues: annuity fees (mutual funds, discretionary mandates fees, Private Equity fees, Real Estate fees, Hedge Funds fees and advisory fees) and Brokerage and Trading fees (FX spreads, equities, bonds, funds brokerage, SP spreads..).
Customers / Stakeholders
Analysts are part of IC teams and are client facing. Additional stakeholders: ISPS specialists, RMs, PB functions.
Leadership & Teamwork
IC analysts are team players, as clients get an investment service delivered by a full team (Analysts, IC, specialists). They can be proactive when it comes to supporting campaign, dealing with trading complicated matters.
Operational Effectiveness & Control
Analyst will team up with ICs and ensure all tasks are done according to FIM, DIM and ensure a very high quality of production (client contact, PowerPoint presentations).
Responsible for providing support to Investment Counsellors (ICs) to service clients. The analyst is a full IC Team member, part of the Front Office of GPB.
Perform client related tasks such as the organisation of documents for signature of different mandates, prepare investment proposals and portfolio reviews, format and translate slides when necessary, prepare account reviews , take orders from clients and execute trades
Organise internal meetings, prepare PowerPoint presentations, support ICs in the preparation of client meetings
Assist to preparing material for trips/ including fund factsheets materials, organizing meetings..
Support campaigns by client identification, eligibility, prepare campaign emails, translate documents, and tracking performance
Investment initiatives and proactive client work should be limited to Medium and High Touch Advisory mandates.
Experience & Qualifications
Previous experience with in the banking industry 1 to 3 years is highly desirable
CFA, CAIA or CIIA or equivalent would be useful
Excellent organisation and communication skills
Strong Microsoft Office skills: excel, visual basic, PowerPoint
Keen ability to grasp details
Risk conscious, in particular on the trading side.
Strong analytical skills
Team player, high achiever, quick to learn, positive attitude
Keen sense of urgency, high level of professional and personal integrity
High capacity to handle stress
Fluent in English, other languages useful. Hebrew or Greek would be a plus.
We are an equal opportunity employer and are committed to creating a diverse environment.