Portfolio Manager

vor 2 Wochen

Lugano, Schweiz Valeur Vollzeit

**Group Overview**

Valeur Group is an independent group with significant and extensive experience in asset management, investment advisory, trading, research, and real estate services. Valeur Group comprises six companies, all working in synergy with the objective of delivering excellence in all our services, in order to exceed our Clients’ needs and expectations.

Our mission is to provide a safe and solid financial harbour for Clients, and generate returns using the assets we consider essential: excellence, proactivity and efficiency. We work with institutional Clients to clearly identify their needs and deliver customized investment strategies and value-added solutions. We develop a broad array of investment services that span geographies, asset classes, styles and objectives. Our teams are involved throughout the entire investment process, from analysing markets and exploiting the best opportunities, to building the most efficient and balanced portfolios while maintaining a rigorous risk management process.

**Position Overview**

**Portfolio Manager Responsibilities**:

- Construction and Management of clients’ investment portfolios.
- Supporting relationship managers with new and existing clients, including informing clients of market conditions, updating them on investment research and economic trends.
- Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investors’ investment restriction.
- Prospecting for new clients.
- Execution of transactions for managed clients and implementation of the committee views

**Portfolio Manager Requirements**:

- Previous Experience as PM or similar role in other organizations with knowledge of the most relevant asset classes
- Finance/Economics degree (CFA or similar certification would be a plus)
- Detailed understanding of capital markets
- Exceptional analytical skills
- Proficient in Microsoft Office and Bloomberg
- Excellent written and verbal communication skills
- Fluent in English

Schedule:

- Monday to Friday

**Experience**:

- Portfolio management: 3 years (required)

Application Deadline: 05/02/2023
Expected Start Date: 20/02/2023

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