Junior Portfolio Manager - Private Markets

Rothschild & Co

Rothschild & Co est un groupe international de services financiers de premier plan, contrôlé par la famille depuis sept générations et au centre des marchés financiers depuis plus de 200 ans.

Notre expertise, notre savoir-faire et notre réseau mondial nous permettent de proposer une vision unique qui bénéficie à l’activité et la richesse de nos clients et de nos parties prenantes, en respectant notre planète.

Nos équipes de 4 200 spécialistes du conseil financier présents sur le terrain dans plus de 40 pays, apportent une vision internationale unique à travers quatre activités de premier plan – Global Advisory, Wealth Management, Asset Management et Five Arrows.

En notre qualité de groupe familial fondé sur les relations humaines, nous attachons une importance particulière au recrutement et au développement de carrière de nos collaborateurs afin qu'ils puissent s'épanouir dans leur parcours professionnel.

About Rothschild & Co Wealth and Asset Management

Rothschild & Co is an international and independent group, controlled by family shareholders. We support our clients in strategic operations, mergers & acquisitions, and financing, and offer investment solutions to large companies, entrepreneurs, families, and governments worldwide. At the center of financial markets for over 200 years, our unparalleled international network of more than 4,600 employees, spread across 50 offices worldwide, is recognized for its expertise and excellence in achievements. Our extensive integrated network of professionals and decision-makers around the world gives us an excellent understanding of markets, allowing us to be closer to our clients' issues than any other financial institution. We offer our partners a relevant and long-term vision thanks to our international dimension, our field knowledge, and our expertise.

Context:

We are looking for a junior portfolio manager dedicated to private assets discretionary mandates to strengthen our Private Markets team, composed of 12 people. You will manage discretionary portfolios for our Private Markets mandates, including private equity, direct lending, infrastructure, and real estate, across various locations such as France, Belgium, Monaco, and Luxembourg. In coordination with the team, you will serve as a key point of contact for sales teams and clients regarding their investments in unlisted assets.

Missions:

As a Junior Portfolio Manager for Private Assets Mandates, your primary objective will be to build and manage dedicated portfolios invested in Private assets for our Wealth management clients, ensuring perfect alignment with client's objectives. Your main missions will be to:

• Actively contribute to Investment Committees and portfolio management meetings;

• Deploy investment decisions and coordinate cash management with dedicated investment teams.

• Support the sales teams in acquiring and retaining our clients as a product specialist.

• Ensure and contribute to quarterly reports.

• Provide qualitative reporting to the sales teams and clients.

• Participate in the due diligence and selection of investment opportunities (meetings with GPs, due diligence, monitoring).

Profile:

• With a bachelor's or master's degree in Banking/Finance, you have a good knowledge of the private markets, wealth management, or asset management, as well as the regulatory requirements related to these activities.

• You have confirmed experience in private markets portfolio management. Experience in a wealth management environment is appreciated.

• You are dynamic, available, rigorous, with a great capacity for work and good interpersonal skills, and endowed with human qualities that make you a privileged interlocutor.

• You demonstrate a real appetite for private markets combined with a keen commercial sense.

• Team player with strong client focus.

• English fluency is crucial.

• You have excellent analytical and synthesis skills.