A dynamic and leading independent investment firm is looking for a full-time, permanent position within the Portfolio Management team
Our ideal candidate:
* Bachelor or equivalent and strong interest for markets
* 2-5 years of experience in portfolio management, investment advisory or middle office gained in a bank, insurance company, asset manager or hedge fund
* Sell-side or buy-side experience, with competence in investment management or investment consulting
* Experience in trading options would be a plus
* Background in equity and/or fixed-income 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, multi-tasking capacity, and ability to work under pressure
* Highly reliable and accurate with an eye for detail
* Dynamic and flexible personality
* Excellent presentation skills
* Ability to generate multi-asset class investment ideas
* Fluent in German and English. Any other language will be valued
* High level of confidentiality
* Good command of usual MS Office applications
* Command of Bloomberg tools
* Resident in the Zurich area. Candidates living abroad will not be considered
Job description:
* Work with other Senior Portfolio Managers as a team
* Active implementation and monitoring of client portfolios
* Implement trades based on the in-house asset allocation views, execute buy and sell orders for securities and other financial instruments
* Contribute to the quarterly investment committee and investment letter
* Analyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategies
* Respond to specific client demands and investment proposals
* 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)
* Contribute to equity research and production of trading ideas
* Contribute to Chief Compliance Officer duties related to portfolio management
We offer
* A young, dynamic and diversified team of 40 employees between Bäch/Wollerau, Zurich, Geneva, and Lugano
* To be part of a growing successful company
* Diversified tasks
* Multinational working environment
* Work place Bäch/Wollerau, SZ
Start date
* As soon as possible
Your application will be treated with confidentiality