Senior Investment Manager für Vermögensverwaltungslösungen

Vor 4 Tagen


Zürich, Zürich, Schweiz Maerki Baumann & Co. AG Vollzeit
Aufgabenbereich
- Umsetzung der Anlagepolitik der Bank in den Vermögensverwaltungslösungen
- Effiziente Abwicklung von Wertschriftentransaktionen an den globalen Börsen
- Weiterentwicklung der Handelsplattformen und des Order Management Systems
- Integration neuer Tools und Technologien zur Optimierung der Arbeitsprozesse
- Vorbereitung, Eingabe und Überwachung von Börsenaufträgen
- Zuständig für die Aktualisierung der Modellportfolios, Titellisten bzw. Empfehlungslisten
- Erstellen von Anlagevorschlägen und Präsentationen sowie Ausarbeitung von Anlageideen

Erforderliche Qualifikationen
- Abgeschlossene bank- bzw. finanzspezifische Ausbildung oder kaufmännische Ausbildung mit Weiterbildung im Finanzbereich
- Langjährige Erfahrung und erstklassiger Leistungsausweis in den Bereichen Investment Management, mit Vorteil in Private Banking, Handel oder Portfolio Management
- Mehrjährige Erfahrung im Wertschriftenhandel
- Ausgezeichnete Kenntnisse des Bank- bzw. Finanzwesens sowie der relevanten rechtlichen und regulatorischen Vorschriften
- Kenntnisse und Erfahrungen im Bereich Nachhaltigkeit bzw. ESG von Vorteil
- Sehr gute IT-Anwenderkenntnisse (MS-Office, Bloomberg, Finnova)

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