For our client an innovative Asset Management Company based in the canton Zug we are looking for an experienced
Portfolio Manager (m/f/d) 100%
The company provides tailored datadriven investment strategies focused on wealth preservation growth and personalized portfolio construction. We seek a candidate with a strong understanding of modern portfolio theory risk management and an established client base.
Tasks
- Develop and manage client portfolios aligning investment strategies with clients risk tolerance and financial objectives.
- Apply quantitative and qualitative analysis to optimize portfolio performance within the firms structured modelbased approach.
- Maintain active longterm client relationships through regular portfolio reviews and performance reporting.
- Collaborate with the research team to implement innovative systematic strategies
and portfolio adjustments based on market conditions. - Proactively identify growth opportunities within your client base and expand AUM through strategic relationship management.
Requirements
- Proven experience in portfolio management with a deep understanding of investment principles and risk management techniques.
- Established client portfolio with disclosed Assets Under Management (AUM); please include AUM information in your application.
- Strong analytical skills ideally with experience in quantitative investment models and a methodical approach to portfolio management.
- Excellent interpersonal skills with a clientcentric mindset and the ability to nurture and expand client relationships.
- Fluency in German and English; additional languages are an asset.
- EU/EFTApassport or a valid work permit (C or B) for Switzerland.
If you can identify yourself with the requirements of this challenging position we look forward to receiving your application (CV and certificates/diplomas).