Portfolio Manager

Vor 4 Tagen

Zurich Freienbach Switzerland Alpen Partners Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

A dynamic and leading independent investment firm is looking for a full-time, permanent position within the Portfolio Management team

Our ideal candidate:

  • Bachelor or equivalent and strong interest for markets
  • 2-5 years of experience in portfolio management, investment advisory or middle office gained in a bank, insurance company, asset manager or hedge fund
  • Sell-side or buy-side experience, with competence in investment management or investment consulting
  • Experience in trading options would be a plus
  • Background in equity and/or fixed-income securities with an interest to learn
  • Able to work independently by taking initiative and also being a fair team player
  • Enjoy working in a small and demanding environment
  • Strong organization skills, multi-tasking capacity, and ability to work under pressure
  • Highly reliable and accurate with an eye for detail
  • Dynamic and flexible personality
  • Excellent presentation skills
  • Ability to generate multi-asset class investment ideas
  • Fluent in German and English. Any other language will be valued
  • High level of confidentiality
  • Good command of usual MS Office applications
  • Command of Bloomberg tools
  • Resident in the Zurich area. Candidates living abroad will not be considered

Job description:

  • Work with other Senior Portfolio Managers as a team
  • Active implementation and monitoring of client portfolios
  • Implement trades based on the in-house asset allocation views, execute buy and sell orders for securities and other financial instruments
  • Contribute to the quarterly investment committee and investment letter
  • Analyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategies
  • Respond to specific client demands and investment proposals
  • Verify the execution terms of our clients' portfolios
  • Participate in client meetings and presentations, assisting in the development of investment strategies tailored to individual client needs.
  • Prepare bespoke documents for clients (including market and performance attribution analysis)
  • Contribute to equity research and production of trading ideas
  • Contribute to Chief Compliance Officer duties related to portfolio management

We offer

  • A young, dynamic and diversified team of 40 employees between Bäch/Wollerau, Zurich, Geneva, and Lugano
  • To be part of a growing successful company
  • Diversified tasks
  • Multinational working environment
  • Work place Bäch/Wollerau, SZ

Start date

  • As soon as possible

Your application will be treated with confidentiality

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