Equity Portfolio Manager

vor 15 Stunden


Zurich, Schweiz Julius Baer Vollzeit

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.

Our equity team is responsible for the management of the bank’s global equity funds and discretionary mandates. The team is composed of 14 investment specialists based in Zurich, organized around four equity strategies. The equity teams have generated superior risk adjusted performance during the last five years, which resulted in numerous awards and strong inflows. In order to continue to successfully grow our franchise, we are looking for an additional portfolio manager who can manage a large number of mandates and at the same time bring us a step further in scalability thanks to his affinity for IT projects and simplification of work processes.

The role as an equity portfolio manager involves notably the following tasks:
**YOUR CHALLENGE**:

- Portfolio Manager for standard Equity Mandates “Equity Edelweiss”, “Next Generation” and “Global Excellence” (involves trading, cash management and 1st level RM support)
- Ensure that the assigned portfolios always adhere to the defined model portfolios and investment guidelines/restrictions and do respect the applicable investment universe.
- Help to improve scalability of a small investment team
- Communicates well and effectively with relationship managers, clients and prospects to support our goal to continuously grow the successful equity franchise
- Ensures compliance with all policies and guidelines of the Julius Baer Group

**YOUR PROFILE**:

- Degree from a University/University of Applied Sciences or Apprenticeship/High School Diploma. AZEK/CFA a plus.
- Minimum 3-5 years working experience as a portfolio manager with equity asset class knowledge.
- Ideally PM experience at a large bank and with affinity for IT and project work in order to support our IT transformation to help grow in a very scalable manner in the future and increase the threshold from the currently max. 300 mandates to 500-700 standard mandates per PM.
- Entrepreneurial mind-set thriving on the chance of contributing to the further development of JB equity franchise. Deep sense of accountability, reliability and team-attitude.
- Flexible, independent and structured working style, capacity to manage multiple tasks in a dynamic environment and proven ability to work under pressure
- Able to quickly establish credibility and trust, teamwork skills, client
- and service-oriented personality
- Very good written and spoken command of German and English, other languages advantageous
- Bloomberg experience; Strong MS Excel, MS Powerpoint and other IT skills (Triple-A experience useful)

HR Contact: Anna Janssen



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