Portfolio Management Transition Assistant

LGT Bank (Schweiz) AG is a leading Swiss private bank offering a wide range of financial services. Our Investment Team is responsible for managing client assets and generating returns through a variety of investment strategies.Key ResponsibilitiesDeveloping new equity investment proposals based on thorough research and analysis.Managing existing equity...

Family Office - CEO Assistant job description **Job description** - Maintain corporate records for audit purposes (physical + cloud) - Maintain private records for personal and tax purposes (physical + cloud) - Book transactions in portfolio management system (incl. post execution controlling) - Monitor maturities, ensuring timely rollovers - Prepare...

Responsibilities:Portfolio construction and diversification: Managing EIP's commingled funds and elaborating strategic financial analyses to optimize the portfolios' risk-return to the Investment Committee and Senior Management.Treasury management: Managing and overseeing the portfolios' liquidity and commitments, including portfolio-level cash flow...

**Your area of responsibility**: You will be a key member of Portfolio Management, a team based in Zurich with a transversal role across EIP and a holistic view across investment vehicles. The team is responsible for managing EIP’s commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio construction...

Family Office – CEO Assistant Job DescriptionResponsibilities:Maintain corporate records for audit purposes (physical + cloud)Maintain private records for personal and tax purposes (physical + cloud)Book transactions in portfolio management system (incl. post execution controlling)Monitor maturities, ensuring timely rolloversPrepare reports for client and...

You will be a key member of Portfolio Management, a team based in Zurich with a transversal role across EIP and a holistic view across investment vehicles. The team is responsible for managing EIP’s commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio construction and diversification. You will work...

Your area of responsibilityYou will be a key member of Portfolio Management, a team based in Zurich with a transversal role across EIP and a holistic view across investment vehicles. The team is responsible for managing EIP’s commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio construction and...

VorteileDurch Ihre Arbeit können Sie bei einem erfolgreichen Asset Manager Verantwortung übernehmen und ihre weitere Entwicklung mit eigenen Ideen gestalten. Sie sind Teil eines erfolgreichen Portfolio Management Teams mit flachen Hierarchien und kurzen Entscheidungswegen. Dies ermöglicht Ihnen eine flexible Arbeitsweise und Erfolgsmotivation.

Your area of responsibilityResponsibilitiesYou will be a key member of Portfolio Management, a team based in Zurich with a transversal role across EIP and a holistic view across investment vehicles. The team is responsible for managing EIP’s commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio...

Wir suchen einen Fachmann/-frau für die Position eines Portfolio-Managers. Die Hauptaufgabe besteht darin, Daten im Portfolio-Management-System zu pflegen und qualitativ hochwertige Berichte für unsere Kunden zu erstellen.Um erfolgreich zu sein, benötigen Sie gute Kenntnisse in MS Office 365: Excel sowie Erfahrungen im Bereich Investment-Buchhaltung /...

Your area of responsibilityYou will be a key member of Portfolio Management, a team based in Zurich with a transversal role across EIP and a holistic view across investment vehicles. The team is responsible for managing EIP's commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio construction and...

Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Qim info.Expert IT Recruiter in Switzerland at @Altersis by Qim InfoQim info, who are we?An IT engineering and digital services company founded in 2004, with offices in Switzerland (Geneva, Lausanne, Zurich & Basel) and France (Annecy, Lyon & Paris).Qim info is...

Qim info, who are we?An IT engineering and digital services company founded in 2004, with offices in Switzerland (Geneva, Lausanne, Zurich & Basel) and France (Annecy, Lyon & Paris).Qim info is first and foremost a group of consultants capable of intervening at all levels of an information system in various fields (studies & development, functional,...

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an...

Anarosa Asset Management AG belongs to the Monterosa Group, an independent financial services provider with a track record of over 25 years. The group is privately owned and currently manages assets in the range of USD 10 billion, which are being serviced by a close-knit team of over 70 professionals, representing more than 15 nationalities, located in...

**Qim info, who are we?** An IT engineering and digital services company founded in 2004, with offices in Switzerland (Geneva, Lausanne, Zurich & Basel) and France (Annecy, Lyon & Paris). Qim info is first and foremost a group of consultants capable of intervening at all levels of an information system in various fields (studies & development, functional,...

? Qim info, who are we? An IT engineering and digital services company founded in 2004, with offices in Switzerland (Geneva, Lausanne, Zurich & Basel) and France (Annecy, Lyon & Paris). Qim info is first and foremost a group of consultants capable of intervening at all levels of an information system in various fields (studies & development, functional,...

Social network you want to login/join with:Client:Location:Job Category:FinanceJob Reference:95a4a4186c46Job Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s...

Application Manager Finnova mit Fokus Portfolio Management Systems (PMS), ZürichZürich, SwitzerlandArbeitest du leidenschaftlich gerne mit motivierten Teamkolleg:innen an innovativen Technologien? Willst du an der Speerspitze mit dabei sein, wenn neue Ideen entstehen und deine Spuren hinterlassen? Werde ein Teil von mutigen Macher:innen und gestalte mit...

LGT – Private Banking und Asset Management is a leading provider of private banking and asset management services. With over 100 years of experience, we have established ourselves as a renowned Swiss private bank.Job DescriptionWe are seeking an experienced Equity Portfolio Management Expert to join our team. The successful candidate will be responsible...