Investment Manager

Vor 2 Tagen


Zürich, Schweiz Skill Farm Vollzeit

Skill Farm Members are invited to apply for the following role:

Responsibilities:
  • Manage a range of advisory and discretionary portfolios - tailoring them to achieve the client's investment objectives.
  • Maintain and enhance client relationships to the highest possible standard.
  • Develop client portfolios to meet the client's objectives, determining their suitability, investment performance and tax considerations.
  • Carry out marketing, business development and networking activities as required by the firm, including pitching documents & presentations, to existing and prospective clients.
  • Attend and actively contribute to investment and research committee meetings.
  • Actively contribute towards the firm's long-term strategic goals and objectives.
Skills:
  • Strong academic/professional qualifications background and/or experience gained in similar positions required.
  • Completed or working towards the CFA qualification preferred, demonstrating a commitment to advancing knowledge and ethical standards in investment management.
  • Experience in fixed income markets including an understanding of related derivatives.
  • Ability to analyse macroeconomic trends, industry dynamics, and company factors, applying insights effectively.
  • High level of IT proficiency, with use of Bloomberg, VBA, and working knowledge of Python an advantage.
  • Clear and concise communication skills, with the ability to articulate thoughts and ideas logically.
  • Demonstrated ability to engage with others, fostering a collaborative and positive team environment.
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