A dynamic and leading independent investment firm is seeking a full-time, permanent member for the Portfolio Management team.
Our ideal candidate:
* Bachelor's degree or equivalent with a strong interest in markets
* 2-5 years of experience in portfolio management, investment advisory, or middle office roles within a bank, insurance company, asset manager, or hedge fund
* Experience in sell-side or buy-side investment management or consulting
* Experience in trading options is a plus
* Background in equity and/or fixed-income securities with a willingness to learn
* Ability to work independently, take initiative, and be a team player
* Enjoyment of working in a small, demanding environment
* Strong organizational skills, multitasking ability, and resilience under pressure
* High reliability and attention to detail
* Dynamic, flexible personality
* Excellent presentation skills
* Ability to generate multi-asset class investment ideas
* Fluent in German and English; additional languages are valued
* Maintains a high level of confidentiality
* Proficient in MS Office applications and Bloomberg tools
* Resident in the Zurich area; candidates living abroad will not be considered
Job responsibilities:
* Collaborate with Senior Portfolio Managers as part of a team
* Implement and monitor client portfolios actively
* Execute trades based on in-house asset allocation views, including buy and sell orders
* Contribute to quarterly investment committee meetings and investment letters
* Analyze client portfolios to ensure alignment with objectives, risk tolerance, and strategies
* Respond to client demands and investment proposals
* Verify execution terms of client portfolios
* Participate in client meetings and presentations, aiding in developing tailored investment strategies
* Prepare customized client documents, including market and performance analyses
* Contribute to equity research and trading idea generation
* Assist with Chief Compliance Officer duties related to portfolio management
What we offer:
* A young, dynamic, and diverse team of 40 employees across Bäch/Wollerau, Zurich, Geneva, and Lugano
* Opportunity to be part of a growing, successful company
* Diversified tasks and responsibilities
* Multinational working environment
* Workplace located in Bäch/Wollerau, SZ
Start date:
* As soon as possible
Your application will be treated with confidentiality.
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