Portfolio Manager
Abeloo SA Genève
Abeloo SA – Job Opportunity: Portfolio Manager (M/F)
Location: Geneva | Workload: 100% | Start date: As soon as possible
About Abeloo SA
Founded in 2018 and based in Geneva, Abeloo SA is an independent company active in:
- Wealth management
- Pension and financial planning
- Non-tied insurance brokerage
- Real estate financing
We provide our private clients with tailor-made solutions built on rigor, transparency, and innovation.
To support our growth, we are looking for a dynamic, committed, and entrepreneurial Portfolio Manager ready to actively contribute to the development of our firm.
Your Responsibilities- Actively manage client portfolios in line with their investment strategy and risk profile
- Execute transactions with accuracy and discipline
- Prepare investment reports and presentations for internal use and client delivery
- Monitor portfolios proactively and suggest adjustments as needed
- Take part in process automation and tool enhancement
- Handle quarterly commission invoicing and related admin tasks
- Work closely with the team to provide personalized financial solutions
- Be proactive in business development and in building long-term client relationships
- At least 5 years of experience in portfolio management
- Strong command of Excel, including advanced functions (pivot tables, complex formulas, macros)
- Comfortable with financial platforms such as Refinitiv (LSEG) or similar
- Attention to detail and strong analytical skills
- Ability to present investment analyses to clients in a clear and engaging manner
- Self-motivated, entrepreneurial, and team-oriented
- Eager to grow a project and commit to its long-term success
- Fluent in French and English; German or another language is a plus
- An entrepreneurial environment within a fast-growing, independent company
- A diverse role with room to grow and real impact
- A collaborative, agile, and high-performing team
- The opportunity to contribute to strategic initiatives and client development
- Flexible and motivating working conditions based on trust and performance
Interested in making a real impact?
Send us your full application (CV, cover letter, diplomas, work certificates) at:
- [application platform]
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