Multi-assets Portfolio Manager

vor 2 Wochen


Zurich, Schweiz Deutsche Bank Vollzeit

**Job Title**:Multi-Assets Portfolio Manager for Tailored Mandates

**Corporate Title**:Vice-President to Director

**Department**:CIO / DPM / EMEA

**Location**:Zürich or Geneva

**Overview (of the department and job role)**:
**Key Responsibilities**:
Managing bespoke multi-assets discretionary mandates, in various currencies (mainly EUR, CHF and USD), benchmarked or non-benchmarked. Manage some bespoke equity portfolios, and a model portfolio in CHF. Maintain trade rationales, databases, present positioning and performance to clients. Participate in the development of the regional tactical views through the Swiss Tailored team. Provide inputs for the elaboration of the mandates tactical implementation and instruments selection (single or collective instruments suggestion and monitoring), active and passive in traditional asset classes. Grow assets under management, through internal clients servicing. Support pre-sales and after-sales communication to both internal and external clients, strategy sales support as well as pitching documents. Prepare and present performance analysis (contribution / attribution)

**You will have**:

- At least 7 years of relevant experience (portfolio manager exposed to a mix of single and multi-asset class mandates), preferably in a private wealth management environment, facing U/HNWIs.
- Experience in equity selection, in a Swiss, European or Global dimension
- Undergraduate degree in Finance or Economics; CFA / CAIA or MBA a plus
- Strong analytic and quantitative skills
- Affinity to all asset classes with asset allocation expertise; ability and willingness to make decisions and take responsibility
- Excellent German and English, written and spoken; third fluent language a plus
- Familiarity with portfolio management tools a plus (Avaloq, Bloomberg tools)
- Strong work ethic, commitment to deadlines and strong attention to details

**You will be**:

- Self-motivated, entrepreneurial
- Highly numerate
- Proficient in Excel, Powerpoint, and Bloomberg
- A team player
- A good communicator with strong desire to develop interactions with other parts of the bank such as asset management

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.


  • Portfolio Manager

    vor 2 Wochen


    Zurich, Schweiz Fisch Asset Management Vollzeit

    **Bei Fisch ist Transparenz sichtbar** Du bist Teil des Multi Asset Solutions Teams und arbeitest an unseren Multi Asset Strategien und Speziallösungen mit. Dein Finanzwissen und Deine Stärken bringst Du bei den täglichen operativen Aufgaben ein, arbeitest mit uns an der Ausrichtung unserer Portfolios, unterstützt die interne und externe Kommunikation...

  • Portfolio Manager

    vor 2 Wochen


    Zurich, Schweiz Vontobel Vollzeit

    Your opportunity Der Aufgaben - und Verantwortungsbereich ist grundsätzlich abhängig von der Einstufung der Person als Junior / Senior Portfolio Manager. Die Entwicklung vom Junior zum Senior wird gefördert und unterstützt. Aktives Managen von institutionellen Global Balanced Mandaten mit Referenzwährung CHF (sämtliche Asset Klassen) - Senior, Junior...

  • Portfolio Manager

    vor 2 Wochen


    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...


  • Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Splügenstrasse 5** *** - Are you top notch at portfolio management? You know how to implement allocation and selection decision within customer portfolios? Do you know how to make investment decisions that benefit our clients? Do you know how to explain solutions and portfolios to clients and relationship managers? - For our legal entity...

  • Portfolio Manager

    vor 2 Wochen


    Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Join IS&S (Investment Solutions & Sustainability) as a Portfolio Manager - Platinum Mandates, an exciting and meaningful role handling discretionary, multi-asset-class portfolio solutions with customized benchmarks for our UHNWI clients. We will offer you the opportunity to be instrumental in translating Credit Suisse's...


  • Zurich, Schweiz Vontobel Holding AG Vollzeit

    **Zürich / Genferstrasse 27** *** - At Vontobel, we are committed to actively shaping our future. We create and pursue investment opportunities that get our clients ahead. As a globally active, client-centric investment manager with Swiss roots, we specialize in wealth management, active asset management and investment solutions that fit. - For our...


  • 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...


  • 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,...


  • 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...


  • 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...


  • 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...


  • 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...


  • 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...


  • Zurich, Schweiz AXA Investment Managers Vollzeit

    Verantwortung für die Führung und die betriebswirtschaftlichen Resultate des zugeteilten Immobilien-Portfolios von Geschäftsliegenschaften, teils auch Wohnliegenschaften in der Westschweiz (Region Genfersee) - Erarbeiten und Umsetzen der erarbeiteten Objektstrategien einschliesslich Finanzplanung, Marketing - und Vermietungsaktivitäten, Steuern der...


  • 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 das Asset Management...


  • 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

    vor 1 Woche


    Zurich, Schweiz ABB Vollzeit

    **Portfolio Manager**:** Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are embarking...

  • Investment Manager

    vor 2 Wochen


    Zurich, Schweiz Guggenbühl Bächer Niederer & Partner Vollzeit

    **Firma / Sektor**: Multi Family Office**Aufgabengebiet**: This function provides services tailored to the needs and objectives of one of the principals. The Investment Manager will design and implement an investment strategy for managing a significant portfolio of investments. A part of the overall portfolio is managed in close cooperation with a peer...


  • Zurich, Schweiz AXA Funds Management Vollzeit

    Verantwortung für die Führung und die betriebswirtschaftlichen Resultate des zugeteilten Immobilien-Portfolios von Geschäftsliegenschaften, teils auch Wohnliegenschaften in der Schweiz - Erarbeiten und Umsetzen der erarbeiteten Objektstrategien einschliesslich Finanzplanung, Marketing - und Vermietungsaktivitäten, Steuern der Bewirtschaftungsfirmen und...


  • Zurich, Schweiz AXA Vollzeit

    Verantwortung für die Führung und die betriebswirtschaftlichen Resultate des zugeteilten Immobilien-Portfolios von Geschäftsliegenschaften, teils auch Wohnliegenschaften in der Schweiz - Erarbeiten und Umsetzen der erarbeiteten Objektstrategien einschliesslich Finanzplanung, Marketing - und Vermietungsaktivitäten, Steuern der Bewirtschaftungsfirmen und...