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Portfolio Manager

vor 3 Monaten

Baar, Schweiz Dr. Pirmin Hotz Vermögensverwaltungen AG Vollzeit

In unserem erfolgreichen und wachsenden Unternehmen bieten wir Dir ein bodenständiges, abwechslungsreiches und kollegiales KMU-Arbeitsklima mit Entwicklungsmöglichkeiten.

 

Deine Aufgaben

  • Selbstständiges Umsetzen und Überwachen der strategischen und taktischen Vorgaben des Anlageausschusses im Rahmen eines stringenten Anlageprozesses
  • Abwickeln von Börsengeschäften aller Anlageklassen (Fokus auf Aktien und Anleihen)
  • Zusammenarbeit und Abklärungen mit Depotbanken im Tagesgeschäft
  • Erstellen von Analysen und Auswertungen für Kunden
  • Unterstützung von internen Stellen (z.B. Anlageverantwortlicher) bei Bedarf
  • Pflege und Weiterentwicklung der internen Excel-Tools in Zusammenarbeit mit dem Anlage- und IT-Verantwortlichen und laufende Schulung neuer AnwenderInnen

Dein Profil

  • Praxiserfahrung im Portfolio Management, Private Banking oder Asset Management
  • Branchenbezogene Grundausbildung (z.B. Banklehre) und ggf. Weiterbildung (HF/FH)
  • Interesse an Finanzmärkten und allenfalls Grundkenntnisse in der Finanzanalyse
  • Grundwissen in VBA/Python/R/SQL ist von Vorteil, die Bereitschaft, Dich in diesem Bereich weiterzubilden, und zusätzliche Aufgaben zu übernehmen, setzen wir voraus
  • Systematisches, genaues Arbeiten mit hoher Eigenmotivation

In einem spannenden Arbeitsumfeld übernimmst Du von Anfang an Verantwortung und wächst kontinuierlich an Deinen vielseitigen Aufgaben. Kurze Entscheidungswege und der aktive Austausch zwischen Mitarbeitenden mit unterschiedlichem Wissens- und Erfahrungshintergrund schätzt Du dabei ebenso, wie das selbstständige Arbeiten mit Zahlen. Eine zeitgemässe Infrastruktur, flexible Arbeitszeiten und die Möglichkeit für Home Office bieten wir nach entsprechender Einarbeitungszeit gerne.

 

Für Fragen steht Dir Frau Svenja Schuler gerne zur Verfügung. Wir freuen uns darauf, Dich kennenzulernen