Portfolio manager

Ph3Job Description /h3pPurpose of the role: To generate returns, manage risk, and ensure the portfolio’s financial stability and long‑term success. /ph3Accountabilities /h3ulliAllocate and monitor securities within a portfolio aligned to the bank’s risk tolerance, framework, changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools. /liliExecute research and analysis on equities, bonds, and funds to identify profitable investment opportunities. /liliCommunicate the bank’s investment philosophy, decision making and investment selection to clients and key stakeholders such as Relationship Managers and Investment Advisors. /liliMonitor performance against benchmarks and objectives, analysing risk metrics and creating reports for senior colleagues and internal stakeholders. /liliImplement risk‑management strategies to identify, assess, and mitigate potential financial risks such as market fluctuations, credit risk and liquidity risk. /liliConduct simulations to assess portfolio resilience to different market scenarios and economic downturns, identify vulnerabilities, and communicate findings to senior executives and board members. /liliMonitor economic data, industry news and geopolitical events to anticipate impacts on the portfolio and adjust strategies accordingly. /liliResearch emerging asset classes, innovative investment strategies and alternative investments to enhance portfolio returns. /liliManage stakeholder relationships with investment banks, market makers and other external partners for portfolio transactions and information gathering. /li /ulh3Vice President Expectations /h3pContribute to strategy, drive requirements and recommend changes. Plan resources, budgets and policies; manage and maintain policies and processes; deliver continuous improvements and escalation of policy breaches. If managing a team, define roles, plan future needs, counsel employees on performance and support pay decisions. Demonstrate leadership behaviours (Listen, Energise, Align, Develop) and, if an individual contributor, lead technical direction and multi‑year assignments. Advise stakeholders, mitigate risks, demonstrate accountability for strengthening controls, collaborate across functions and create solutions based on sophisticated analysis. Build trusting relationships and partners leveraging influencing and negotiating skills. /ph3Portfolio Manager – Geneva /h3ulliManage discretionary client portfolios across risk profiles. /liliMake investment recommendations and allocation decisions aligned with client objectives. /liliMonitor performance, risk exposures, liquidity and suitability. /liliExecute portfolio changes and rebalancing activities. /liliContribute to Investment Committee discussions and develop investment views. /liliConduct market, macroeconomic and investment research. /liliPrepare investment commentary, performance analysis and portfolio reviews. /liliParticipate in client meetings, portfolio reviews and pitches. /liliSupport Relationship Managers and front‑office teams in growing discretionary AUM. /liliPresent investment strategy, market views and performance to clients and internal stakeholders. /liliEnsure compliance with mandates, regulatory requirements and internal policies. /liliOversee risk management, cash management and control processes. /liliLiaise with Compliance, Risk, Operations and Technology teams. /li /ulh3Essential Criteria /h3ulliChartered Financial Analyst (CFA) charterholder. /liliStrong experience in portfolio management, asset management or institutional investing. /liliDeep understanding of portfolio construction, asset allocation and investment risk management. /liliExperience presenting investment recommendations and market views to clients and senior stakeholders. /liliExcellent analytical, communication and presentation skills. /liliAdvanced Excel skills; Bloomberg proficiency welcome. /liliFluent in English. /li /ulh3Desirable Criteria /h3ulliFrench language skills. /liliExperience managing discretionary portfolios for HNW/UHNW clients. /liliVBA, Python or other quantitative/investment analytics experience. /liliDegree in Finance, Economics, Mathematics, Engineering or related discipline. /li /ulh3Location /h3pGeneva. This role is based in Geneva. /p /p #J-18808-Ljbffr