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Portfolio Manager

🏢
Lotus Partners
📍 geneva, Switzerland
📍
Location geneva
📅
Posted June 22, 2026
🚗
Commute Local Area
🎯
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Job Description

Description de poste

For one of our clients, an asset management company based in Geneva, we are looking for a:

PORTFOLIO MANAGER

Job description

Portfolio Management/Oversight and Cash/Liquidity Management

  • Perform daily review of client portfolios to ensure alignment with investment mandates, guidelines, and strategic asset allocation.
  • Oversee cash positions across all client accounts.
  • Anticipate liquidity needs and ensure sufficient funding for trades, fees, and withdrawals.
  • Proactively manage cash to avoid overdrafts or inefficient idle balances.
  • Monitor positions, performance, and risk exposures across asset classes.
  • Investigate and resolve discrepancies identified through portfolio and custodian reconciliations.
  • Ensure data integrity and consistency across portfolio management systems and reporting tools.

    • Investment Advisory & Portfolio C...

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    📍 Location Details

    🌆
    City
    geneva
    🗺️
    Country
    Switzerland
    🚗
    Commute
    Local Area

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