Equity portfolio analyst

  • Salary to be defined according to profile and experience
  • Monaco, Commune de Monaco Monaco Commune de Monaco MC
  • Permanent, Full time
  • Non-disclosed
  • 02 Aug 18 2018-08-02

As an international investment company based in Monaco, we are looking for an Equity Portfolio Analyst. He / She will work as part of a team responsible for equity portfolio management, implementation, portfolio construction, monitoring of asset exposures and formulation of asset allocation views. The candidate, ideally, a CFA charter holder, or part qualified, should have an institutional background with buy-side experience in equities.

Major Areas of Responsibility:

  • In-house portfolio stock research, screening, analysis
  • Maintenance of relevant investment management information and analytical information
  • Input into active portfolio management and security analysis
  • Implementation of investment decisions for individual equity portfolios
  • Input into External Manager selection and supervision
  • Day-to-day monitoring of portfolio positioning, trade executions, cash management and compliance within pre-existing guidelines
  • Ad hoc investment related projects
  • Dealing checks, controls, planning and oversight of execution
  • Addressing Investment Committee requests
  • Liaising with other departments internally, including Senior Portfolio Managers, Research Analysts, Legal/Compliance, Sales/Marketing, Trading and Investment Operations/Accounting
  • Project-based initiatives related to process improvement and implementing new strategies
  • Following financial markets to contribute to Asset Allocation


The candidate will:

  • Work collaboratively with the equity team to develop the equity investment portfolios including both in-house and external mandates;
  • Calculate, monitor, research, and interpret financial metrics and performance targets and communicate to the Team and CIO;
  • Review and challenge forecasts, valuations and quarterly results as compared to market peers and industry benchmarks;
  • Report to and work closely with Senior Portfolio Managers.


Required Knowledge, Skills, and Abilities:

  • You have in-depth knowledge of equities acquired through your buy-side experience in an institutional environment.
  • You show a real interest in the financial markets, industry regulations and portfolio management.
  • You are detail-oriented with strong quantitative and analytical skills that can be leveraged to evaluate portfolios.
  • You have the ability to prioritize, multitask and work effectively within a team in a deadline-driven environment.
  • You can demonstrate strong interpersonal skills and the ability to effectively communicate and build relationships within a team and throughout the organization.
  • You have an ability to think holistically, understand end-to-end processes and reconsider the status quo.
  • You have developed a proactive and inquisitive approach towards new challenges and problem-solving.


Job Requirements:

  • Excellent verbal and written communication skills in English and ideally in French
  • Strong attention to detail
  • Ability to interact with Senior Management on a regular basis
  • Ability to represent the Company at professional and business functions in a competent manner
  • Ability to work independently
  • Excellent analytical skills
  • Ability to maintain confidentiality
  • Ability to exercise independent judgment consistent with department guidelines
  • Excellent IT and financial modelling skills
  • Strong emphasis on Excel and PowerPoint
  • Ability to influence within own department and across the organization


Education and Experience

  • CFA or MBA or equivalent highly preferred – or willingness to undertake and complete CFA examinations
  • Bachelor's degree in Finance or related field from a top European College or University preferred
  • A minimum of 3 years’ successful buy-side experience in an institutional environment is required


Looking for a professional and stimulating work environment?

Ready for a long-term collaboration?

Please send us your application. All your information will be kept confidential.