Portfolio Manager
Vor 5 Tagen
The Portfolio Management Team in Zurich is a team of experienced investment professionals and we are currently looking for a talented Portfolio Manager.
The main task is the discretionary management of client assets over various asset classes and different risk profiles. This includes building and managing portfolios matching client needs, researching investment ideas and the communicating and executing thereof. Portfolio construction, risk management and reporting complete the team’s tasks.
**Main responsibilities**
- Day to day running of client portfolios allocated
- Reporting portfolio performance to clients on a regular basis
- Development of client investment proposition, from creating bespoke solutions to responding to client needs developing the existing proposition
- Market the portfolio management activities and solutions to clients
- Help and support net new asset growth.
- Ensure all relevant guidelines and mandates are not breached.
- Reflect the central decisions on asset allocation in client accounts.
- Contribute to top tier portfolio construction of discretionary solution architecture.
**Skills and experience**
- Min. 5 Years’ experience in a similar role
- Master degree in Finance or similar
- CFA or similar designation
- Excellent communication skills in English, Italian a plus
- Team player and strong interpersonal, social and conviction skills
- Fast learner and highly motivated
- Ability to work under pressure and in an ambitious environment
EFG Asset Management ("EFGAM") is the asset management division of EFG International, a Swiss listed private bank headquartered in Zurich with 3'000 staff across 40 locations.
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