Portfolio Manager

vor 2 Wochen

Geneva, Schweiz CBH Compagnie Bancaire Helvétique SA Vollzeit

Company Overview:

CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023.

The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and commission income and accordingly to further increase profitability of the Bank.

With this aim, the Bank plans to develop and offer additional flagship asset management services in the form of Actively Managed Certificates (“AMC” or the “Fund”) with niche and focused equity investment strategies that will distinguish itself from other competitors in the market;

To be more specific, the bank intends to launch a specialized AMC with niche (Small & Mid Cap) equity investment strategy that will focus on (A) value investing/fundamental analysis and (B) M&A arbitrage;

Accordingly, the Bank is seeking to hire a professional that will shape and fine tune the investment strategy of the AMC and drive its development including daily management and implementation of the strategy and marketing of the product to existing and more importantly to prospect clients of the Bank.

 

 

Portfolio Manager - Equity Strategies

Position Overview:

As a Portfolio Manager for the AMC, you will play a pivotal role in shaping the Fund's investment approach and managing its investments. Moreover, the position will require an active marketing of the AMC to prospect clients to accomplish an initial milestone of USD 100m AUM within a reasonable timeframe. Portfolio Manager will be expected to demonstrate a strong alignment of his/her interest with those of investors by making a certain commitment/seed investment in the Fund (AMC) based on the best market practices.

Key Responsibilities:

  • Develop and implement investment strategies tailored to our focused investment approach, leveraging both qualitative and quantitative analysis.
  • Conduct thorough fundamental analysis to identify undervalued stocks, assess risk factors, evaluate announced M&A deals and assess probabilities of successful closing of deals.
  • Lead the due diligence process for potential investments, including financial modeling, valuation analysis, and risk assessment.
  • Build and manage a diversified portfolio of positions aligned with the AMC’s investment objectives and risk parameters.
  • Monitor and evaluate market trends, economic indicators, and geopolitical events to anticipate shifts in market dynamics and adjust portfolio positioning accordingly.
  • Communicate investment thesis, portfolio positioning, and performance updates to internal stakeholders and external investors.
  • Stay abreast of industry developments, regulatory changes, and emerging technologies that may impact investment opportunities.
  • Continuously evaluate and refine investment processes, methodologies, and tools to enhance performance and efficiency.
  • Align personal interests with those of investors.
  • Marketing of the AMC to qualified investors including internal clients of CBH and external investor base.

Qualifications:

Ideal candidate will have -

  • Over 10 years of relevant experience in investment banking and broader finance;
  • Strong analytical skills with at least basic qualification in accounting and proficiency in financial modeling and valuation techniques, as the core strategy will be focused in value investing.
  • A good understanding and track record of M&A deals, as part of the investment strategy will involve analysis of probabilities of success of announced M&A deals.
  • Relevant education in the area of Finance and/or Economics.
  • Readiness to align his/her interests with those of investors by making personal commitment in the managed fund, according to the best market practice.
  • A good network of prospect clients (HNWI’s) in order to timely reach the initial milestone of USD 50-100m invested in AMC.
  • Readiness to travel long distances (Middle East, Latin America) to extend the product offering to existing and prospect clients of the Bank;
  • English is a must, knowledge of any other languages will be an additional bonus.

According to best market practices in the hedge fund industry that typically offers such focused investment management strategies, individual portfolio managers personally invest their own capital in the fund (in our case in AMC) to demonstrate that their interest is fully aligned with those of investors. Such well-established market practice also allows to increase confidence and trust of prospect investors when considering an investment in the Fund, i.e. remains as an important selection criterion amongst sophisticated investors.

Readiness to comply with such, well established, market standards (to demonstrate alignment of interest) will be viewed as a strong advantage of the potential candidates for the role.

Benefits:

  • Accident insurance coverage professional and nonprofessional and stop loss insurance entirely covered by CBH.
  • Retirement savings plan with employer matching contributions.
  • Opportunities for professional development and career advancement.
  • Collaborative and supportive work environment with a team of experienced professionals.

 

 

 

 

  • Portfolio Manager

    vor 2 Wochen

    Geneva, Schweiz jobup Vollzeit

    Portfolio ManagerMAIN DUTIES/RESPONSIBILITIES OF THE ROLE:Implement systematic crypto trading strategy in production and responsible for individual pnlDevelop and improve algorithm trading frameworkImprove pricing/execution/ logicMonitor automated trading stacks including data, execution, riskAdd/combines new alphasPeriodically re-evaluate portfolio...

  • Portfolio Manager

    vor 3 Wochen

    Geneva, Schweiz Adecco Human Resources AG Vollzeit

    Nous sommes à la recherche d'un.e Portfolio Manager possédant de très bonnes capacités d'analyse et à l'aise avec les investissements réalisés en Private Equity, pour rejoindre une société discrète de la place.· Une expérience professionnelle similaire d'au moins 10 ans.· Un diplôme équivalent (ADSEC, CFA, SAQ).· Une aisance avérée dans les...

  • Junior Portfolio Manager FR

    vor 3 Wochen

    Geneva, Schweiz Michael Page Vollzeit

    Integration within the Wealth Management department;Participating in client meetings with a Senior Portfolio Manager;Explaining the investment proposals, the investment outlook & portfolio management strategy, the cooperation with external custodians;Understanding and respecting the client compliance & MIFID regulation;Answering to the different client...

  • Junior Portfolio Manager

    vor 3 Wochen

    Geneva, Schweiz Michael Page Vollzeit

    To help shape the future of their investment solutions. Here's what you'll do:Craft Bespoke Investment Portfolios: From classic mandates to tailored solutions, you'll decide on investment scopes, develop strategies, and ensure alignment with their strategic vision. Your keen eye on market trends will drive portfolio performance.Optimize Investment Funds:...

  • Junior Portfolio Manager

    Vor 3 Tagen

    Geneva, Schweiz J Safra Sarasin Vollzeit

    Log inLog in Services Expertise Company Products Wealth Management Asset Management External Asset Managers Corporate Banking Trading Services Market Views Sustainable Investments Investment Advisory Solutions Discretionary Investment Management Swiss Pension Planning Investment Foundations Tailored Fund Solutions Real Estate About Us Our...

  • Portfolio Manager, Top Global Hedge Fund, Geneva, Switzerland

    vor 2 Wochen

    Geneva, Schweiz PER, Private Equity Recruitment Vollzeit

    About our client Our client, a leading global hedge fund, is growing its outstanding team based in Switzerland. Utilising a diverse investment approach, the firm is seeking experienced investment professionals specialising in their different strategies. With a proven track record of producing alpha, you'll become part of a vibrant, collaborative, and...

  • Research Analyst

    vor 4 Wochen

    Geneva, Schweiz PER, Private Equity Recruitment Vollzeit

    About our client Our client, a leading global hedge fund, is growing its outstanding team based in Switzerland. Utilising a diverse investment approach, the firm is seeking experienced investment professionals specialising in their different strategies. With a proven track record of producing alpha, you'll become part of a vibrant, collaborative, and...

  • Senior Investment Manager

    vor 2 Wochen

    Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Asset Management manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres on investment excellence, a long-term perspective and dedication to client service. As an investment manager, you will become part of the Environmental...

  • Investment Manager

    vor 3 Wochen

    Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Asset Management (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and a dedication to client service. As an Investment Manager in the Equities Department,...

  • Private Banker Assistant

    vor 1 Woche

    Geneva, Schweiz Michael Page Switzerland Vollzeit

    As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.Private Banker Assistant / Account ManagerA well-known bank in the center of Geneva.DescriptionTake ownership and support the management of a client portfolio, putting the...

  • Junior Portfolio Manager GER native

    vor 3 Wochen

    Geneva, Schweiz Michael Page Vollzeit

    Unterstützung der Relationship Manager bei der Betreuung der Kunden auf Deutsch und Englisch : * Erstellung von Depotanalysen für Kunden; * Analysen von Firmen in verschiedenen Sektoren nach dem Value-Aspekt; * Analysen von Aktien, Anleihen sowie Hedge- und Investmentfonds mit Hilfe von Bloomberg; * Trading: Erstellung von Kauf- und Verkaufsorders sowie...

  • Department Manager

    vor 2 Wochen

    Geneva, Schweiz GiGroup Vollzeit

    For our important client, a French leather-goods and couture house, driven by a strong artistic and holistic vision, we are looking for: DEPARTMENT MANAGER                        As Department Manager, you will be an ambassador of the brand, a business developer responsible for the sales of all categories, leading by example,...

  • Multi-Manager Real Estate Investment Principal

    vor 3 Wochen

    Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Alternative Advisors (PAA) is a leading alternative investment specialist and wholly owned subsidiary of the Pictet Group, with expertise in hedge funds, private equity and global real estate. With teams based globally the PAA teams construct, manage and advise on portfolios of alternative investment solutions for institutional and...

  • Construction Project Manager

    vor 3 Wochen

    Geneva, Schweiz IWG plc Vollzeit

    Construction Project Manager About the company IWG has been at the forefront of the flexible workspace revolution for more than 30 years. We have made it possible for organisations and individuals everywhere to take a new approach to the traditional working day. We have over 3,400 locations across over 110 countries allowing millions of people...

  • Market Client Project Manager

    vor 3 Wochen

    Geneva, Schweiz Van Cleef & Arpels Vollzeit

    Market Client Project Manager (M/F) Permanent position based in Geneva Are you a good match? You possess in-depth knowledge of local clientele and demonstrate the ability to craft and execute targeted action plans to cultivate our client portfolio. Proficiency in data management and a keen eye for identifying client satisfaction opportunities...

  • Commodity Trade Finance

    vor 1 Woche

    Geneva, Schweiz Banque de Commerce et de Placements SA Vollzeit

    As a renowned Swiss banking specialist in commodity trade finance, we offer more than just a job.Join us and embody our core values of respect, reliability, diversity, integrity, transparency, sustainability, innovation, and cooperation.  To strengthen our Commodity Trade Finance (CTF) department, we are currently looking for aCommodity Trade Finance...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A PRESTIGIOUS SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - APAC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the APAC market• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...

  • Senior Relationship Manager

    vor 3 Wochen

    Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A TOP TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GCC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the GCC market• Advising both existing as well as new clients on all aspects...

  • Account Manager

    vor 4 Wochen

    Geneva, Schweiz Refinitiv SA Vollzeit

    Data today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact...