Investment Advisor

JOB DESCRIPTION

As an Investment Advisor, you will play a key role within the Advisory team, acting as a subject-matter expert for:

• U/HNWI (both French and international), by providing objective, tailored, and technically sound investment recommendations.
• Relationship managers, by offering strategic and technical support in designing asset allocations for their clients.

Your main responsibilities will include:

• Designing bespoke asset allocations, integrating risk, return, tax, and long-term wealth objectives.
• Conducting rigorous analysis and selection of investment vehicles: mutual funds, direct securities, structured products, private equity, real estate, private debt, etc.
• Drafting analytical reports and investment recommendations for clients or their representatives.
• Actively participating in internal investment committees, market monitoring, and updates to allocation models.
• Monitoring client portfolios, including reporting, performance analysis, rebalancing when required, and long-term advisory support.
• Coordinating with technical partners (asset managers, custodian banks, tax advisors, etc.) in the execution and follow-up of recommended strategies.

YOUR PROFILE

• Graduate degree in Finance, Financial Engineering, Asset Management, or Business School.
• Proven experience (minimum 5 years) in a similar role within a multi-family office, an asset management company, or the investment department of a private bank.
• In-depth knowledge of different asset classes (financial, alternative, real estate), allocation models, complex instruments, and wealth management issues.
• Recognized certifications are valued: CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), or equivalents.
• Excellent interpersonal and writing skills, strong analytical rigor, attention to detail, and autonomy.
• Ability to work closely with relationship managers while maintaining a strictly technical and independent approach.
• Fluent in English, both written and spoken; proficiency in an additional language is an asset.

BENEFITS

• The opportunity to join a dynamic and fast-growing organization with an international dimension, committed to a positive working environment and offering strong career development prospects.
• Attractive fixed and variable compensation.