Junior Portfolio Manager 100

On behalf of an international independent wealth management firm in Bch SZ we are currently seeking a Junior Portfolio Manager to join the Portfolio Management team.

Tasks

• Work with other Senior Portfolio Managers as a team
• Contribute to the monthly investment committee and its minutes
• Active implementation and monitoring of client portfolios
• Assist in the analysis of client portfolios to ensure they align with investment objectives risk tolerance and asset allocation strategies.
• Respond to specific client demands and investment proposals
• Implement trades based on the inhouse asset allocation views
• Execute buy and sell orders for securities and other financial instruments
• Verify the execution terms of our clients portfolios
• Participate in client meetings and presentations assisting in the development of investment strategies tailored to individual client needs.
• Prepare bespoke documents for clients (including market and performance attribution analysis)
• Write summaries of client visits
• Contribute to quarterly investment letter
• Contribute to Chief Compliance Officer duties related to portfolio management

Requirements

• Bachelor or equivalent and strong interest for markets
• 15 years of experience in portfolio management or investment consulting at a Bank or an Asset Manager
• Sellside or buyside experience with competence in investment advisory or investment consulting
• Background in equity and/or fixedincome securities with an interest to learn
• Able to work independently by taking initiative and also being a fair team player
• Enjoy working in a small and demanding environment
• Strong organization skills multitasking capacity and ability to work under pressure
• Highly reliable and accurate with an eye for detail
• Dynamic and flexible personality
• Ability to generate multiasset class investment ideas
• Efficient and proactive communication and writing skills in English. Any other language will be valued
• High level of confidentiality
• Good command of usual MS Office application
• Swiss resident

Benefits

• A young dynamic and diversified team of 40 employees between Bch/Wollerau Zurich Geneva and Lugano
• To be part of a growing successful company
• Diversified tasks
• Multinational working environment
• Work place Bch/Wollerau SZ

Are you interested by this job description We look forward to getting to know you!

Your contact person: Olivia Yakoubi

Yakoubi Associates

Seefeldstrasse 60

8008 Zrich

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