Private Wealth Management, Financial Analyst, Analyst, Geneva

Location: Geneva, Switzerland; onsite at the Geneva office.

Company

hirify.global is a global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.

What you will do

• Support Private Wealth Advisors in implementing wealth management strategies for high-net-worth clients, families, family offices, and foundations.
• Prepare marketing presentations covering equity, fixed income, and alternative investment components of asset allocation.
• Analyze equity and fixed income portfolios for risk and return characteristics and execute portfolio rebalancing.
• Research internal and external investment vehicles and monitor financial market developments.
• Relay hirify.global research and market views to Private Wealth Advisors and collaborate with Investment Management product groups.
• Assist with trading, client service, and team support.

Requirements

• Bachelor’s degree.
• Experience in a relevant field is preferred.
• Proficient to advanced skills with MS Office, including Excel, PowerPoint, Word, and Outlook.
• Highly organized, with exceptional attention to detail and follow-through.
• Ability to manage multiple projects with competing deadlines and work in a fast-paced environment.
• Strong written and verbal communication skills, positive attitude, strong work ethic, and ability to work as part of a team.
• Ability to adapt quickly to a variety of industries and businesses, self-direct, analyze and evaluate information, and form independent judgments.
• Ability to interact effectively with senior management and global stakeholders and build relationships.
• Commercially savvy, with discretion when handling highly confidential or sensitive information, plus integrity, ethical standards, and sound judgment.

Nice to have

• French or Italian language skills.

Culture & Benefits

• Opportunities for professional and personal growth through training and development programs and firmwide networks.
• Benefits, wellness, personal finance offerings, and mindfulness programs.
• Commitment to diversity, inclusion, equal opportunity, and reasonable accommodations during the recruiting process.