OverviewA dynamic and leading independent investment firm is looking for a full-time, permanent position within the Portfolio Management team.Our ideal candidateBachelor or equivalent and strong interest for markets2-5 years of experience in portfolio management, investment advisory or middle office gained in a bank, insurance company, asset manager or hedge fundSell-side or buy-side experience, with competence in investment management or investment consultingExperience in trading options would be a plusBackground in equity and/or fixed-income securities with an interest to learnAble to work independently by taking initiative and also being a fair team playerEnjoy working in a small and demanding environmentStrong organization skills, multi-tasking capacity, and ability to work under pressureHighly reliable and accurate with an eye for detailDynamic and flexible personalityExcellent presentation skillsAbility to generate multi-asset class investment ideasFluent in German and English. Any other language will be valuedHigh level of confidentialityGood command of usual MS Office applicationsCommand of Bloomberg toolsResident in the Zurich area. Candidates living abroad will not be consideredJob descriptionWork with other Senior Portfolio Managers as a teamActive implementation and monitoring of client portfoliosImplement trades based on the in-house asset allocation views, execute buy and sell orders for securities and other financial instrumentsContribute to the quarterly investment committee and investment letterAnalyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategiesRespond to specific client demands and investment proposalsVerify the execution terms of our clients’ portfoliosParticipate in client meetings and presentations, assisting in the development of investment strategies tailored to individual client needsPrepare bespoke documents for clients (including market and performance attribution analysis)Contribute to equity research and production of trading ideasContribute to Chief Compliance Officer duties related to portfolio managementWe offerA young, dynamic and diversified team of 40 employees between Bäch/Wollerau, Zurich, Geneva, and LuganoTo be part of a growing successful companyDiversified tasksMultinational working environmentWork place Bäch/Wollerau, SZStart dateAs soon as possibleYour application will be treated with confidentiality
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