Portfolio Management Coordinator
vor 16 Stunden
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 shape the future of wealth management together.
**YOUR CHALLENGE**:
- Portfolio construction and maintenance of the Multi Asset Class (MAC) building blocks and model portfolios
- Trade coordination and trade execution incl. post trade for MACMs and AMCs
- Performance contribution analysis for all MAC model portfolios
- Compilation of PM Input for the Investment Committee
- Member of Instrument classification board as IM business representative
- Performance presentations for RM desk meetings
- Monthly performance presentations for PMs
- Key role for IT specific topics and projects as SEIM business representative
- Further development of workflow processes to optimise the implementation of investment decisions
- Leading and conducting expert meetings
- Responsibility for IM net incl. publishing and management of content
- Entry point for requests for all MACM products with regard to guidelines, approach, pricing, contracts, distribution, marketing, BMO etc.
- Content delivery and consistency management for PM marketing material (e.g. mandate factsheets)
**YOUR PROFILE**:
- A University degree or equivalent (preferably in finance, economics, business administration or banking)
- A minimum of 3 years of experience in a role related to investment management with strong financial market and product knowhow
- In-debt Bloomberg skills with PORT functionality knowhow
- Communicative and client-oriented personality
- Excellent presentation and coordination skills
- Power user with Excel, Power point and preferably VBA
HR Contact: Anna Janssen
-
Leitung Portfolio- Und Asstemanagement
vor 2 Wochen
Zurich, Schweiz Portfolio- und Asstemanagement VollzeitPortfolio - und Asstemanagement_ **Leitung Portfolio - und Asstemanagement** **100 % **:Die Universität Zürich ist mit über 25'000 Studierenden und rund 9'000 Mitarbeitenden die grösste Schweizer Universität und international renommiert. Die dynamische und inspirierende Hochschul-Atmosphäre durchdringt auch die Direktion Immobilien und Betrieb. Das...
-
Portfolio Management Associate
Vor 2 Tagen
Zurich, Schweiz Energy Infrastructure Partners AG Vollzeit**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. We are responsible for managing EIP’s commingled funds, optimizing the risk-return of the portfolios, and providing strategic guidance on portfolio construction and...
-
Intern - Portfolio Management
Vor 2 Tagen
Zurich, Schweiz Symbiotics Group VollzeitAbout us Symbiotics Group is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers market research, investment advisory, asset management and capacity building services. Symbiotics is headquartered in Geneva, with further offices in Amsterdam, Cape Town, London, Mexico...
-
Portfolio and Value Management Lead
Vor 2 Tagen
Zurich, Schweiz Takeda Pharmaceutical Vollzeit**About the role**: Are you looking for a patient-focused, innovative-driven company that will inspire you and empower you to shine? Join Takeda as a **Portfolio and Value Management Lead** in **Zurich/Vienna** and you will manage the Investment Portfolio Lifecycle for GMS/GQ Data, Digital & Technology (DD&T) function according to our strategic priorities...
-
Portfolio Manager Emerging Markets Corporates
Vor 3 Tagen
Zurich, Schweiz Fisch Asset Management Vollzeit**At Fisch, we strive for success!** This position works as a portfolio manager within the EM corporate bond team, focusing on emerging market credits to further support growth in our business. **Your tasks** - Complement the existing EM corporate bond team as a portfolio manager - Develop and communicate independent credit opinions by conducting in-depth...
-
Change Portfolio Manager
Vor 7 Tagen
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Management and Business Support, Process, project and program management - Global Wealth Management **Job Reference #** - 269352BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you well organized and can connect with both business and IT stakeholders at various management levels so that the change organization...
-
Trainee Portfolio Management Hear The World
Vor 7 Tagen
Zurich, Schweiz Sonova VollzeitWho we are In a life without sound, our work provides meaning. As a leading provider of innovative hearing care solutions, we are not just a company that makes products: we are a team on a mission to help people enjoy the delight of hearing. To enable a life without limitations, we - through our core business brands Phonak, Unitron, Hansaton, Advanced...
-
Portfolio Management Working Student
vor 16 Stunden
Zurich, Schweiz Verve Ventures VollzeitVerve Ventures is one of Europe’s most active venture capital investors. With EUR 60 million invested and 8 exits, 2021 was our most successful year so far. To date, we have invested over EUR 250 million and have built a portfolio of over 140 startups across Europe. We support groundbreaking companies that tackle humanity’s greatest challenges with...
-
Coordinator Client Material Alternative Investment
vor 7 Monaten
Zurich, Schweiz coni+partner AG VollzeitOur client is the Asset Management division of an international bank in Zurich. We are looking for a market analyst and client support coordinator (m, f, d) as a Coordinator Client Material Alternative Investment Tasks Responsible for supporting Institutional Sales of Alternative Investments (Private Markets, Hedge Funds) in the production of...
-
Account Coordinator
Vor 5 Tagen
Zurich, Schweiz Demolytic Vollzeit**Zürich**: **Schweiz**: Wir suchen einen Account Coordinator, der unsere Account Executives und Account Representatives bei der täglichen administrativen Unterstützung unterstützt, um einen reibungslosen Verkaufsablauf zu gewährleisten. Um in dieser Position erfolgreich zu sein, sollten Sie gut organisiert und in der Lage sein, mehrere Aufgaben für...
-
Management Board Coordinator
vor 7 Monaten
Zurich, Schweiz On AG Vollzeit**In short**: On has become the fastest growing running brand in the world, and our team and business are rapidly expanding around the globe. As Management Board Coordinator (Executive Assistant), you will support two management board members in their day-to-day work. This dynamic and multifaceted position is for someone who is passionate about supporting...
-
Portfolio Management Team Infrastructure Asset
vor 7 Monaten
Zurich, Schweiz Bianchi&Partner AG VollzeitBianchi & Partner AG Zürich ist ein etabliertes Executive Search Unternehmen in Zürich. Zu unseren aktuellen exklusiven Aufträgen gehört der Aufbau eines Infrastructure Portfolio Management Teams. Unsere Auftraggeberin ist ein Schweizer Asset Manager. Es geht um die Erweiterung der Asset Management Kompetenz. Die Positionen können sowohl in Zürich...
-
Expert Portfolio Management Solution Architect
vor 1 Woche
Zurich or Lugano, Switzerland Infront Financial Technology GmbH VollzeitAt Infront Financial Technology GmbH, we are seeking an experienced Senior Business Consultant – Portfolio Management Solution to join our team. This role is a key opportunity for a skilled professional to drive change and help our clients succeed in the wealth management industry.The ideal candidate will have a strong background in Wealth, Portfolio, or...
-
Intern «portfolio Management
vor 1 Woche
Zurich, Schweiz LGT VollzeitLGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...
-
Care Coordinator
Vor 7 Tagen
Zurich, Schweiz Hands Up Foundation VollzeitWe are looking for a dedicated Care Coordinator to assist us with patients at our facility. **Responsibilities** - Develop and coordinate healthcare programs - Communicate between staff, patients and family - Handle patient case management and education - Recruit and train staff and create schedules - Develop patient goals and monitor...
-
Mitarbeiter/in Office Management
Vor 3 Tagen
Zurich, Schweiz Fisch Asset Management Vollzeit**Teamplayer oder Teamplayerin gesucht** Unser Office Management ist zuständig für den Kundenempfang und erste Ansprechperson unserer Firma. Wir suchen eine neue Kollegin oder einen neuen Kollegen mit hoher Dienstleistungsbereitschaft, die/der Freude an der Empfangstätigkeit hat und gleichzeitig im administrativen Bereich operativ tätig sein...
-
Audit Manager Investment Portfolio Management
Vor 4 Tagen
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist einen Asset Manager in...
-
Chief of Staff and Head of Portfolio Management
vor 7 Monaten
Zurich, Schweiz Takeda Pharmaceutical Vollzeit**Forge Your Path - **At Takeda, our mission is to improve health and well-being at every opportunity, touching the lives of people around the globe with our commitment to innovation, patient care, and ethical standards. **Ready to embark on an exciting career journey?** Join us in our office location in Zürich, Switzerland or Cambridge, MA, USA and enjoy...
-
Facility Coordinator
vor 7 Monaten
Zurich, Schweiz ITech Consult Vollzeit**Facility Coordinator / Facility Manager (w/m/d) -** **Reguliertes Umfeld /** **Google Workspace /** **SAP / Gebäudemanagement / Deutsch** **Projekt**: Für unseren Kunden, ein grosses Pharmaunternehmen mit Sitz in Kaiseraugst suchen wir einen Facility Coordinator / Facility Manager (w/m/d) **Hintergrund**: Das Facility und Real Estate Management...
-
Zurich or Lugano, Switzerland Infront Financial Technology GmbH VollzeitAbout Infront Financial Technology GmbHAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a...