Portfolio Manager

About the Role  We are looking for a Portfolio Manager to strengthen our Active Investment Office (AIO). This is a hands-on, investment-centric role at the heart of our portfolio management activities, combining investment execution, coordination, analysis, and governance.  The role sits at the intersection of portfolio management, trading, and middle office, with direct exposure to senior portfolio managers and investment decision-making across multiple active strategies.  Key Responsibilities  Portfolio Management & Investment Execution  Implement trades across client portfolios and model portfolios, ensuring accuracy, timeliness, and adherence to investment guidelines  Coordinate and manage trade execution across mandates, including rebalancings, tactical adjustments, and corporate actions  Central Portfolio Management  Support and help organize central portfolio management processes across strategies and mandates  Maintain, update, and monitor model portfolios, ensuring consistency between investment decisions and implementation  Track portfolio performance, risk metrics, exposures, and deviations versus benchmarks and models  Investment Committees & Governance  Prepare, run, and document investment committee meetings, including agendas, materials, minutes, and follow-ups  Ensure investment decisions are properly documented and translated into executable actions  Support governance, auditability, and investment discipline across the AIO  Strategy Support & Investment Input  Provide analytical input to active strategies (e.g. Global Core, Single Lines, thematic or tactical ideas)  Challenge assumptions, contribute ideas, and engage constructively with senior portfolio managers  Conduct security, sector, and macro-related analyses to support portfolio decisions  Proposals & Client Mandates  Support the preparation of investment proposals and pitch materials  Assist in onboarding and ongoing management of mandates  Ensure mandate guidelines are correctly implemented and monitored  Systems, Tools & Data  Work with Bloomberg for market data, security analysis, and monitoring  Use Excel at an advanced level for portfolio analysis, scenario analysis, and reporting  Quickly familiarize yourself with and operate within our portfolio management system (Evooq)  Required Skills & Experience  Technical & Investment Skills  Strong understanding of portfolio management and capital markets  Hands-on experience or strong interest in trade implementation and execution workflows  Solid Bloomberg experience (data, functions, analytics)  Advanced Excel skills (data handling, portfolio analysis, structured models)  High attention to detail and strong operational discipline  Personal & Professional Profile  Highly organized, structured, and reliable  Comfortable working under time pressure and managing multiple priorities  Strong sense of ownership and accountability  Willing and able to challenge senior portfolio managers constructively  Team-oriented, communicative, and solution-driven  Mindset  Curious, analytical, and eager to deepen investment expertise  Comfortable working across strategies, asset classes, and client mandates  Interested in both investment thinking and execution excellence  What We Offer  A central role within an active, idea-driven investment organization  Direct exposure to investment decision-making and senior portfolio managers  Broad learning curve across strategies, mandates, and asset classes  A professional environment that values discipline, debate, and quality execution   About LeoVest Partners AG LeoVest Partners AG is an independent wealth management firm with offices in Zurich and Geneva. It manages CHF 1.8 billion in client assets and employs 27 staff members. The company is built on two proven investment philosophies – active and passive investing – a value-driven partnership, and a modern, technology-enabled infrastructure. LeoVest is affiliated with the AOOS supervisory organization, licensed by the Swiss Financial Market Supervisory Authority FINMA, and a member of the Swiss Association of Asset Managers.    jidffa3991a jit0105a jiy26a