Portfolio Manager

Portfolio Manager | Barclays | Geneva

We are seeking an experienced Portfolio Manager to manage discretionary client portfolios and contribute directly to investment strategy, asset allocation, portfolio construction, and risk management. The successful candidate will play a key role in delivering strong risk‑adjusted investment performance, supporting client relationships, contributing to Investment Committee discussions, and helping grow the firm’s discretionary portfolio management offering.

• Manage a portfolio of discretionary client mandates across a range of risk profiles.
• Make investment recommendations and portfolio allocation decisions in line with client objectives and investment guidelines.
• Monitor portfolio performance, risk exposures, liquidity, and suitability.
• Execute portfolio changes and rebalancing activities as required.

• Contribute to Investment Committee discussions and investment decision‑making.
• Develop investment views across asset classes and identify portfolio opportunities.
• Conduct market, macroeconomic, and investment research to support portfolio positioning.
• Prepare investment commentary, performance analysis, and portfolio reviews.

• Participate in client meetings, portfolio reviews, and prospective client pitches.
• Support Relationship Managers and Front Office teams in growing discretionary assets under management.
• Present investment strategy, market views, and portfolio performance to clients and internal stakeholders.

• Ensure portfolios remain compliant with mandates, regulatory requirements, and internal policies.
• Oversee portfolio risk management, cash management, and control processes.
• Liaise with Compliance, Risk, Operations, and Technology teams to ensure efficient portfolio implementation.

• CFA Charter holder.
• Strong experience in portfolio management, asset management, or institutional investing.
• Deep understanding of portfolio construction, asset allocation, and investment risk management.
• Experience presenting investment recommendations and market views to clients and senior stakeholders.
• Excellent analytical, communication, and presentation skills.
• Advanced Excel skills;
  Bloomberg proficiency welcome.
• Fluent English speaker.

• French language skills.
• Experience managing discretionary portfolios for HNW/UHNW clients.
• VBA, Python, or other quantitative/investment analytics experience.
• Degree in Finance, Economics, Mathematics, Engineering, or a related discipline.

This role is based in Geneva.

To generate returns, manage risk, and ensure the portfolio’s financial stability and long‑term success.

• Allocation and monitoring of securities within a portfolio, aligned to the bank’s risk tolerance and framework, investment objectives and regulatory requirements, utilising specialist software and data analytics tools to enhance portfolio management efficiency and effectiveness.
• Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the bank’s risk tolerance.
• Communication of the bank’s investment philosophy, decision making and investment selection to clients and other key stakeholders such as Relationship Managers and Investment Advisors.
• Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.
• Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
• Conducting simulations to assess the portfolio’s resilience to different market scenarios and economic downturns, identifying potential vulnerabilities and informing risk mitigation strategies, and communicating key findings to senior executives and board members.
• Monitoring economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
• Research of emerging asset…