Portfolio Manager Public & Private Investments

apartmentBrookville Services SA placeMontreux calendar_month 

About Private Family Office

Our private family office is dedicated to managing the long-term wealth and investments of a single family. With a focus on high-conviction portfolio management, we specialize in public equities, private equity, and real estate investments, aiming to deliver consistent market outperformance while aligning with the family's values and financial objectives.

Qualifications
  • English perfect fluency.
  • CFA (Chartered Financial Analyst).
  • Bachelor's or Master’s degree in Finance, Economics, or related field.
  • Proven experience in portfolio management with a strong focus on equity investments (US equities experience highly preferred).
  • Verifiable track record of alpha generation vs. benchmarks (e.g., S&P 500).
  • Strong analytical, research, and communication skills.
  • Ability to translate complex strategies into clear recommendations.
  • Comfortable working independently and directly with principals.
  • Familiarity with ESG, real estate, fixed income, private equity, and venture capital is a plus.
  • Able to manage junior analyst

What We’re Looking For

We value integrity, excellence, collaboration, and calm confidence. The ideal candidate is thoughtful, flexible, grounded, and proactive—someone who thrives in a high-trust, low-ego environment and enjoys working closely with a small, mission-driven team.

Work Location

This is a full-time, on-site role based in Montreux, Switzerland (Monday–Friday).

To Apply

Please submit your resume and a brief cover letter outlining your relevant experience and what draws you to this role.

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