Senior Portfolio Manager

vor 1 Monat

Zürich, Schweiz Vontobel Beteiligungen AG Vollzeit
Senior Portfolio Manager - Multi AssetZürich / Gotthardstrasse 43Interested? Apply hereAre you a Senior Portfolio Manager who is looking for a new challenge and would like to add a fresh perspective to our team?

In this role you will be responsible for managing multi-asset portfolios for institutional clients. You will collaborate closely with our sales teams, providing expert advice to our clients and tailoring investment strategies to meet their unique goals. What would your role be?
  • Actively manage multi-asset class portfolios for institutional clients and own your performance
  • Conduct thorough market research and analyze financial data
  • Analyze and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies
  • Construct and manage investment portfolios, considering the clients’ asset allocation, risk tolerance, and investment objectives
  • Execute trades when appropriate, ensuring timely and efficient portfolio adjustments
  • Provide regular reports to clients, keeping them informed about decision-making process, portfolio performance and market trends
  • Collaborate with other investment professionals, including investment strategists, research analysts, traders, and portfolio managers, to ensure optimal portfolio performance
  • Develop and maintain relationships with clients and sales teams
  • Adhere to Vontobel’s internal guidelines and policies and common rules and regulations
What are we looking for?

Specialized Knowledge:

  • Strong analytical and research skills
  • In-depth understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
  • Extensive knowledge of financial markets and familiarity with financial modeling
  • Personal integrity and ability to maintain confidentiality of company and client information
  • Ability to collaborate effectively across departments and with external stakeholders
  • Excellent verbal and written communication skills
  • Able to deliver ‘client-ready’ (accurate, consistent, polished) output that clearly communicates key messages

Job Requirements:

  • University degree (or equivalent) in Finance, Economics, or related field.
  • Certification in good standing, such as CFA, CAIA, or CFP considered an asset
  • Minimum 5 years of discretionary portfolio management experience in a private bank, or asset management company
  • Proven track records of managing investment portfolios and delivering strong investment results
  • Well versed in ESG principles and goals based investing
  • Proficient user of Microsoft Excel, PowerPoint and Bloomberg.
  • Fluent in English and German and/or French
What do we offer?
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think, the way we work and our trust for each other.
  • Lots of special perks, including home office possibility up to 40%.
  • Flat hierarchy with collaboration at all levels.
  • Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Interested? Apply here

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