Junior Portfolio Manager

Vor 4 Tagen

Zürich, Zürich, Schweiz Everon AG Vollzeit CHF 80'000 - CHF 110'000 pro Jahr

We are seeking a passionate, detail-oriented, and reliable
Junior Portfolio Manager
to join our investment team. In this role, you will work closely with senior decision-makers and contribute directly to both the strategic and operational development of our portfolio management and investment processes.This is a unique opportunity to gain hands-on experience in a fast-paced, high-impact environment and to help shape the future of our investment offering. You will be part of a dynamic and collaborative team that values initiative, precision and continuous improvement.

Key Responsibilities

  • Support the Portfolio Management team in developing and implementing investment strategies.
  • Monitor global financial markets and macroeconomic trends to inform investment decisions.
  • Assist in portfolio analysis, performance tracking and client reporting.
  • Prepare tailored investment proposals for high-net-worth individual clients.
  • Participate in trading activities and support execution processes.
  • Contribute to the enhancement of internal tools and workflows.
  • Collaborate cross-functionally to ensure alignment with company goals and client needs.
  • Maintain high standards of diligence, accuracy, and reliability in all tasks.
  • Identify opportunities for process optimization and actively contribute to their implementation.

Qualifications

  • Bachelor's degree in Economics, Finance, Mathematics, or a related field.
  • Basic to intermediate knowledge of portfolio management, asset allocation, and macroeconomics.
  • Strong analytical and quantitative skills with a keen attention to detail.
  • Proficiency in English (German is a strong plus; Italian and French are advantageous).
  • Fast learner with a proactive mindset and a strong sense of ownership.
  • Passion for financial markets and investment topics; regular market following is a plus.
  • Team-oriented with excellent communication and collaboration skills.
  • Prior internship or work experience in finance or asset management is a plus.
  • Familiarity with Python, Bloomberg and Reuters Workspace is an advantage.

What We Offer

  • A career-building opportunity in portfolio management with direct exposure to decision-making.
  • A modern and inspiring office in the heart of Zurich.
  • Flexible work arrangements, including home office options.
  • A young, dynamic, and high-performing team culture that values collaboration and innovation.
  • A fast-growing company environment that fosters personal and professional development.
  • The chance to make a meaningful impact in a critical area of the business.

About Everon

Based in Zurich, Everon is a FINMA-regulated asset manager built for independent investment advisors who seek operational excellence without sacrificing autonomy. We leverage technology to handle compliance, custody coordination, and administrative complexity, enabling advisors to focus on serving their clients.

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