Portfolio Manager

vor 1 Woche

Zug, Schweiz VertexA AG Vollzeit

**Portfolio Manager - with focus on thematic financial products**

We are an independent asset manager and family office based in Zug. We offer you a varied and exciting challenge with attractive employment conditions and development opportunities in a motivated team.

**Your key responsibilities**:

- Analyse and select the best stocks benefiting from the technology and sustainability themes
- Present thematic equities investment strategies to current and potential clients
- Operational responsibility for thematic and traditional asset management mandates including liquidity and restriction management
- Investment compliance: ensure asset allocation in strict accordance with risk profile of the client
- Execution and facilitation of buy and sell trades on a daily basis
- Preparation of individual investment proposals for the investment advisory services
- Generation of investment ideas on a regular basis
- Communication with external counterparties, including written communication on portfolio performance, market update and participation in professional conferences and events
- Assist client advisors in the acquisition of prospects and support of existing clients
- Maintenance of contacts with external counterparts (financial institutions, EAM’s, brokers) and liaising with product providers
- Implementation of investment decisions in the client portfolios
- Preparation of presentations, reports and client documentation

**Your profile**:
You are an entrepreneurial, dynamic, highly committed and self-confident personality with a strong passion for financial markets. Thanks to your many years of experience in research and portfolio management at banks or asset managers, you have excellent knowledge of the financial markets and the investment business. A completed higher education in finance and investment business (e.g. FH or university degree, CFA, FRM) rounds off your profile. You can provide a successful track record in portfolio management and revenues generation.

Written and oral fluency in English, German is an advantage.

**Workload**

50 - 100 %

Immediately or by arrangement

**Job Types**: Full-time, Part-time
Part-time hours: 25-42 per week

Ausbildung:

- Bachelor/Diplom HF oder gleichwertig (Erforderlich)

Berufserfahrung:

- Portfoliomanagement: 3 Jahre (Erforderlich)

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