Cross-Asset Portfolio Manager's Assistant - Family Office

Job Description

Your future employer

Confidential

Your mission and contribution

To support the CIO and Portfolio Manager in the continued development of the investment function, our client is looking to hire a Cross-Asset Portfolio Manager's Assistant. This is an exceptional opportunity to gain broad exposure across asset classes while working in a highly entrepreneurial and intellectually stimulating environment.

Key Responsibilities:

As a Cross-Asset Portfolio Manager's Assistant, you will:

• Support the Investment Manager in the day-to-day management of a global multi-asset portfolio.
• Assist with market monitoring, macroeconomic research, and investment analysis across equities, fixed income, currencies, commodities, and alternative investments.
• Prepare investment summaries, portfolio reviews, and performance reports.
• Monitor existing positions and contribute to the identification of new investment opportunities.
• Coordinate trade execution and maintain relationships with banking counterparties and external service providers.
• Assist in portfolio re-balancing and cash management activities.
• Develop and improve quantitative tools, dashboards, and reporting processes to enhance investment decision-making.
• Support due diligence and ongoing monitoring of selected private market investments when required.
• Contribute to investment committee materials and other ad hoc strategic projects.

Requirements

• Bachelor's or Master's degree in Finance, Economics, Business, Mathematics, or a related field.
• 1–3 years of experience in cross-asset portfolio management, investment analysis (strong internships may also be considered).
• Strong interest in financial markets and cross-asset investing.
• Solid analytical and quantitative skills with excellent attention to detail.
• Good understanding of financial instruments and portfolio construction principles.
• Proficiency in Excel; knowledge of Bloomberg and/or programming languages such as Python is an advantage.
• Ability to communicate ideas clearly and present information in a concise and structured manner.
• High level of integrity, discretion, and professionalism.
• Humility, intellectual curiosity, and a strong willingness to learn.
• English fluent (mandatory)

Benefits

You will thrive in this organization if you have

• Have the ability and willingness to work in a small organization where you need to be hands-on and agile
• The desire to build a long-term career within a highly entrepreneurial family office setting.

What’s on offer

• ​An intellectually stimulating environment offering significant learning and long-term career development opportunities.
• A unique opportunity to work alongside experienced professionals with exposure to global cross-asset investing.