Junior Portfolio Analyst

About AlTi Tiedemann Global

AlTi Tiedemann Global (“AlTi”) is a global Multi Family Office listed on NASDAQ, dedicated to creating opportunity, generating impact and building lasting legacies for some of the world’s most sophisticated and dynamic capital owners.

The firm currently manages or advises on approximately $89 billion in assets and operates through an extensive network of around 450 professionals across three continents. Our activities include supporting clients in building meaningful legacies, generating positive global impact, structuring complex wealth and investing in compelling alternative investment opportunities.

Whether working with individuals, institutions, foundations or multi-generational families, we provide an integrated ecosystem of advisory services, investment solutions and access to differentiated opportunities. We are driven by a constant pursuit of excellence in client service, fostering a corporate culture based on collaboration and an entrepreneurial mindset.

As a growing international organization with offices in 19 major financial centers worldwide, we are looking for talented professionals to join our team.

For more information, please visit www.alti-global.com.

Role

The successful candidate will join the team and support Portfolio Managers and Relationship Managers in operational activities related to portfolio management and client servicing.

The role combines portfolio monitoring and analysis with operational and administrative coordination, offering a comprehensive view of the investment processes within an international Multi Family Office.

The position requires strong attention to detail, a hands-on mindset and a willingness to manage operational tasks related to investment management and coordination with custodian banks and other counterparties.

Key Responsibilities

Portfolio Management

• Daily monitoring of portfolios and financial instruments.
• Collection and analysis of performance, allocation and risk data.
• Updating portfolio management system and verifying positions.
• Transmitting and monitoring investment orders.
• Supporting operational checks, reconciliations and mandate compliance.
• Preparing periodic reports and Investment Committee materials.

Relationship Management

• Preparing documentation for client meetings (reports, presentations, analyses).
• Coordinating with banks, custodians and external counterparties.
• Managing daily client requests with Relationship Managers.

Administrative & Operational Support

• Updating financial and contractual documentation.
• Supporting account openings processes, collecting documentation.
• Supporting subscription processes for alternative funds and related operational complexities.
• Coordinating with compliance, middle office and reporting.
• Preparing presentations and supporting materials.

Requirements

• Bachelor’s in Economics, Finance or related fields
• 3–5 years of experience in similar roles within a family office, wealth manager or asset manager
• Knowledge of financial markets and investment instruments.
• Proficiency in Excel and PowerPoint.
• Fluency in Italian and English.
• Strong team orientation and ability to work collaboratively in an international professional environment.
• Precision, reliability, autonomy and problem-solving mindset.

What We Offer

• Opportunity to work in an international Multi Family Office serving entrepreneurial and institutional clients
• Direct exposure to portfolio management processes and client servicing
• An international and highly collaborative professional environment.
• Daily interaction with senior professionals and high-profile clients

Details

• Location: Lugano
• Employment Type: Full-time
• Start Date: To be agreed, preferably at short notice