Equity Portfolio Manager

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.

We are looking for an experienced and accomplished equity portfolio manager which can manage independently discretionary portfolio with no or simple restrictions and supports the team with administrative, organizational and IT-related tasks.

The role holder will join the Global Excellence investment management team with performance ownership and responsibility for the implementation of a book of discretionary equity mandates. In addition, the role includes providing flexible and reliable back-up work to colleagues in the Global Excellence team as well as taking ownership of single equity model portfolios. This role is a unique opportunity to join Julius Baer’s growing and successful equity investment management franchise (EQIM).

**YOUR CHALLENGE**:The EQIM team is responsible for the management of the bank’s global equity funds and discretionary mandates. Located in Investment & Wealth Management Solutions (IWMS) / Global Equity & Fixed Income Investment Management of Bank Julius Baer & Co. in Zurich, Switzerland, EQIM is the equity asset class competence centre in support of the Group CIO, Investment Committee and global Investment Management operation. The team is composed of 13 specialists based in Switzerland. The EQIM team has generated superior risk adjusted performance during the last five years by combining the best of institutional and private wealth management processes, talent and execution. The operation is fully aligned with client interest.

The role as an equity portfolio manager involves notably the following tasks:

- Perform portfolio manager responsibilities such as individual portfolio construction and mistake-free, timely and compliant implementation
- Ensure that the assigned portfolios always adhere to the defined investment guidelines/restrictions and do respect the applicable investment universe
- Help to improve scalability of a small investment team
- Take individual as well as joint accountability for the resulting performance as portfolio manager and member of the Global Excellence Equities investment team, and represent it both internally and to clients
- Communicate well and effectively with relationship managers, clients and prospects to support EQIM’s goal to continuously grow its successful equity franchise
- Fully understand and steer the individual risk and return drivers of the assigned accounts by optimizing their portfolio construction
- Take ownership of the construction and maintenance of actively managed single equity model portfolios
- Contribute to the Bank’s and EQIM’s ESG investment objectives
- Ensure compliance with all policies and guidelines of the Julius Baer Group

The role offers a challenging, dynamic and diverse workflow with team colleagues, management and other staff across functions and geographies.

**YOUR PROFILE**:

- Degree from a University/University of Applied Sciences or Apprenticeship/High School Diploma
- Min. 3-5 years working experience as an equity portfolio manager with in-depth equity asset class knowledge
- Accountability for the resulting investment performance as portfolio manager
- Passion for investing and a buy-side oriented mind-set grounded in a thorough understanding of risks and solid judgment.
- Entrepreneurial mind-set thriving on the chance of contributing to the further development of JB equity franchise. Deep sense of accountability, reliability and team-attitude
- Outstanding analytical skills, quantitative, detail-oriented, ability to think critically and form independent opinions
- Flexible, independent and structured working style, capacity to manage multiple tasks in a dynamic environment and proven ability to work under pressure
- Strong general communication and presentation skills and experience in client interaction
- Very good written and spoken command of German, English, other languages advantageous
- Able to quickly establish credibility and trust, teamwork skills, client
- and service-oriented personality
- Strong Bloomberg experience; MS Excel, MS Powerpoint and other IT skills (Triple-A experience useful)

HR Kontakt: Cornelius Rothhaus, Talent Acquisition Specialist