Equity Analyst

Lotus Partners

📍 Geneva, Geneva, Switzerland

Full-time PLA Posted March 01, 2026

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Job Description

Description de poste  
For one of our clients, a Family Office based in Geneva, we are looking for an: 
EQUITY ANALYST - ASSISTANT PORTFOLIO MANAGER  
Job description  
Equity Investments 
Generate investment ideas and actionable recommendations through stock screening, discussions with sell-side analysts or investment specialists, and in-depth fundamental research. 
Produce comprehensive company analysis reports to support investment decisions. 
Portfolio Monitoring 
Cover existing equity holdings: prepare write-ups on periodic results, monitor daily corporate news, and track portfolio performance. 
Build customised performance analysis reports; conduct P&L reconciliation and performance attribution. 
Maintain and enhance analytical models; develop new tools and processes to track market data and trends. 
Trade Execution 
Execute trades across asset classes (e...
                

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Job Details

Location

Geneva, Geneva, Switzerland

Job Type

Full-time