Rothschild & Co is seeking a Portfolio Manager for its Private Banking division in Lyon, France. The ideal candidate will have extensive experience in financial asset management, particularly for high-net-worth individuals, and will contribute to investment strategies while upholding the firm's commitment to ESG principles
Job Summary
Manage client portfolios in line with Investment Committee decisions and client mandates.
Actively participate in generating new investment ideas and collaborating with other group management teams.
Support Private Bankers in commercial proposals, portfolio development, and performance reporting.
Matching Summary
Match Score: 85
Rothschild & Co is seeking a Portfolio Manager for its Private Banking division in Lyon, France. The ideal candidate will have extensive experience in financial asset management, particularly for high-net-worth individuals, and will contribute to investment strategies while upholding the firm's commitment to ESG principles.
Skills & Requirements
Must-have
Global financial markets
Customized client portfolio management
Investment ideas generation
ESG approach
Nice-to-have
Family-owned independent private bank
Human-centric approach
Career development focus
Key Requirements
Minimum 10 years in Front Office financial management
Experience in diversified financial asset management
Experience managing Private Banking clients
Financial and macroeconomic analysis mastery
Proficiency in Excel, Word, PowerPoint, Factset, Bloomberg