Discretionary Portfolio Manager

Vor 3 Tagen

Zurich, Schweiz BNP Paribas Vollzeit

**The team**:
The team in Switzerland is composed of 10 Portfolio Managers and is part of a larger network of Managers located in Luxemburg, Monaco, Germany, Portugal, Hong-Kong and Singapore. It covers all main asset classes and manages a wide range of strategies. It is involved in the management of the assets, is client facing and is very involved in the business development alongside commercial teams.

**Main roles**:
Participate to the investment process:

- Be involved in the local asset allocation committee and be an active member of both the Equity and the Fund committees.
- Contribute to the analysis, selection and follow up of our investments in Funds and in Equities.
- Take an active role in the Management of the CHF investment solutions and contribute to the Model Portfolios construction and documentation.
- Monitor closely financial Markets and get a thorough understanding of the instruments invested or to be discussed in the committees.
- In particular, analyse and cover one or more sectors for the Equity committee or some long only and alternative funds for the Fund committee. Liaise with the asset managers and proactively propose changes in the portfolios.
- Contribute to the quantitative analysis of the investable universe.
- Contribute to the constant improvement of the investment process.

Portfolio management:

- Be responsible for the performance and the risk exposure of the portfolios/strategies entrusted to her/him. Monitor the performance attribution/contribution. Be able to understand the behaviour of the portfolios/strategies and generate investment ideas.
- Manage autonomously tailor made mandates with respect to the client risk profile and specific constraints. Remain within the investable investment universe.
- Rigorous implementation of the Bank’s investment guidelines and of regulations.
- Be in charge of clients reporting preparation in a clear, didactic and precise manner.

Promote Discretionary Portfolio Management:

- Participate regularly to client meetings, portfolio reviews and performance explanation.
- Produce tailor made investment proposals for clients or prospects according to their profile and to their need.
- Participate to the promotion and to the image of excellence of the team and of the Bank
- Be able on demand to make presentations of the range of products or to respond to Institutional or complex Requests for Proposals (RFP).
- Take part or lead development projects entrusted to her/him

**QUALIFICATIONS**:

- Master’s degree in Economics, business, finance, investment or a related field preferred
- Proven experience in investment and asset management.
- Strong understanding of investment strategies and risk management
- Previous experience in managing multi asset strategies, funds of funds and Equities portfolios,
- Excellent verbal and written communication skills in English and German, French is a plus
- Strong analytical and problem-solving skills
- High interest in economic and financial market trends
- Exceptional customer service with a strong client focus

Internal classification : C

BNP Paribas is committed to providing a work environment that fosters diversity, inclusion, and equal employment opportunity.
We are moreover convinced that Equity and Diversity definitively foster creativity and efficiency which in turn increase performance and productivity. We strive to reflect the society we live in, while keeping with the image of our clients.
We pride ourselves in preventing from any kind of discrimination and need our employees to handle this responsibility as their own duty.

**PRIMARY LOCATION**

**CH-ZH-Zurich**

**JOB TYPE**

**CDI**

**JOB**

**EXPERTISE FINANCIERE ET TECHNIQUE**

**EDUCATION LEVEL**

**Master ou équivalent (> 4 ans)**

**EXPERIENCE LEVEL**

**Au moins 3 ans**

**SCHEDULE**

**Temps plein**

**REFERENCE**

**WM000049**

**APPLY**

***
- (REF: WM000049)

  • Discretionary Portfolio Manager

    Vor 3 Tagen

    Zurich, Schweiz BNP Paribas Vollzeit

    DISCRETIONARY PORTFOLIO MANAGER - ZURICH OR GENEVA (NUMÉRO DE L'EMPLOI : WM000049) **The team**: The team in Switzerland is composed of 10 Portfolio Managers and is part of a larger network of Managers located in Luxemburg, Monaco, Germany, Portugal, Hong-Kong and Singapore. It covers all main asset classes and manages a wide range of strategies. It is...

  • Portfolio Manager

    vor 14 Stunden

    Zurich, Schweiz EFG International Vollzeit

    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...

  • Portfolio Manager

    vor 4 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Join IS&S as Portfolio Manager in an exciting and entrepreneurial role. You will be responsible for the management of discretionary multi-asset-class solutions within the Premium Engineering team based in Zurich. Premium Portfolios are Credit Suisse’s discretionary mandate solutions for high net worth individuals. With the...

  • Client Portfolio Manager

    vor 4 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** A meaningful role in a dynamic and diverse environment within the Business Area (BA) Private Banking International (PBI) and the Wealth Management Division. This is a rare chance for you to combine your interests in client consultation tasks as well as hands-on operational tasks. Your office will be based in Zurich or...

  • Investor Relationship Manager

    vor 4 Wochen

    Zurich, Schweiz WEXECUTIVE Vollzeit

    M- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...

  • Portfolio Manager Emerging Asia Equities

    Vor 2 Tagen

    Zurich, Schweiz Berenberg Vollzeit

    Beschreibung & Anforderungen- For our portfoiomanagement team in - **Zurich**, Switzerland we are seeking a**Portfolio Manager* Emerging Asia Equities** We are seeking a highly competent equity portfolio manager for Asian Equities to join our Emerging Markets Asia team. In this role, you will work closely with the Emerging Markets Asia Portfolio Manager...

  • Portfolio-manager/in Immobilien Schweiz

    Vor 2 Tagen

    Zurich, Schweiz Avadis Vorsorge Vollzeit

    Die AFIAA Real Estate Investment AG ist das Kompetenzzentrum der Avadis Vorsorge AG für direkte und indirekte Immobilienanlagen in der Schweiz und im Ausland. Sie bietet ihre Produkte Schweizer Vorsorgeeinrichtungen an. AFIAA hat ihren Sitz in Zürich und ist mit Büros in Lausanne, New York und Sydney vertreten. Sie verwaltet ein Immobilienvermögen von...

  • Portfolio Manager Emerging Asia Equities

    Vor 4 Tagen

    Zurich, Schweiz Berenberg Vollzeit

    Beschreibung & AnforderungenFor our portfoiomanagement team in Switzerland, we are seeking a new joiner in our Zurich office. **PORTFOLIO MANAGER EMERGING ASIA EQUITIES** We are seeking a highly competent equity portfolio manager for Asian Equities to join our Emerging Markets Asia Team. In this role, you will work closely with the Emerging Markets Asia...

  • Junior Implementation Manager for Private Mandates

    vor 2 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** We are looking for a young professional intending to grow professionally and personally within Credit Suisse’s discretionary mandates business. Join IS&P as Implementation Manager in an interesting and challenging role. You will be responsible for the management of discretionary multi-asset-class solutions within the...

  • Mandate Advisor 80%

    vor 14 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. The role requires managing the investment-related daily business together with the Relationship Managers (RMs), Investment...

  • Junior Implementation Manager for Private Mandates

    vor 4 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Join IS&S as Junior Implementation Manager in an interesting and challenging role. You will be responsible for the management of discretionary multi-asset-class solutions within the Private Mandates Implementation team based in Zurich. Private Mandates are Credit Suisse’s discretionary mandates, offering a wide range of...

  • Junior Portfolio Manager

    vor 14 Stunden

    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity Daily management and monitoring of our funds/mandates and implementation of fundamental and systematic asset management solutions, with a special focus on multi-asset strategies General support for portfolio managers in their day-to-day work, in particular with various administrative activities such as handling of corporate actions,...

  • Real Estate Portfolio Manager

    vor 4 Wochen

    Zurich, Schweiz H&M Vollzeit

    As a Real Estate Portfolio Manager, you will be responsible for managing the real estate portfolio of stores within the H&M Group, including offices, warehouses, and more, within a specific geographic area in Switzerland. You will be a crucial member of an ambitious team dedicated to facilitating long-term omni growth. Your responsibilities include...

  • Audit Manager Investment Portfolio Management

    vor 2 Wochen

    Zurich, Schweiz coni+partner AG Vollzeit

    coni + 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...

  • Portfolio Manager Real Estate

    vor 1 Woche

    Zurich, Schweiz Helvetia Versicherungen Vollzeit

    In deiner Rolle als Portfolio Manager bist du für ein Teilportfolio von Wohn - und Gewerbeimmobilien verantwortlich. Du analysierst das Immobilienportfolio auf strategischer Ebene und entwickelst Strategien zur Optimierung des Rendite - und Risikoprofils. Des Weiteren übernimmst du die Steuerung, Planung, Budgetierung und das Controlling/Reporting auf...

  • Portfolio Manager High Yield Credit

    vor 3 Wochen

    Zurich, Schweiz Swiss Life Asset managers Vollzeit

    Reconnaître aujourd’hui les opportunités de demain. Les vôtres et les nôtres. Swiss Life Asset Managers vous permet de partager votre expertise et vos talents individuels au sein d’un environnement de travail motivant et flexible. Vous assumez des responsabilités élevées et relevez des défis ambitieux de manière autonome. Vous bénéficiez...

  • Head of Project Portfolio Management

    vor 4 Wochen

    Zurich, Schweiz On AG Vollzeit

    In short We are seeking an experienced Head of Project Portfolio Management & PMO with extensive expertise in portfolio management, governance frameworks, and cross-functional project leadership. Based in our Zurich office, you will lead the Project Portfolio Management & PMO Team, ensuring alignment between strategic objectives, resource allocation, and...

  • Project Portfolio Manager in People Coo

    vor 4 Wochen

    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Working within the People Transformation domain, you will be responsible for the planning and monitoring of the People function’s IT Change portfolio. This includes recommending projects for investment prioritization, challenging project proposals and business cases, monitoring the delivery and financial aspects of...

  • Career Start

    vor 2 Wochen

    Zurich, Schweiz Credit Suisse Campus Vollzeit

    Our Career Start Program offers an ideal platform for graduates who want to experience life at the heart of the financial services industry. You start your main assignment in FI Client Portfolio Management and rotate to another department for 4-6 months so you can experience different positions, gain insight into a broad spectrum of roles, build new skills...

  • Program Manager Learning Societies Portfolio

    Vor 2 Tagen

    Zurich, Schweiz Jacobs Foundation Vollzeit

    We are increasing our resources and are looking for two Program Managers to support our Learning Societies Portfolio.