Portfolio Manager Equity Selection

vor 1 Woche


Zürich, Zürich, Schweiz LGT Bank Vollzeit
LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.Job Description
  • Develop new equity investment proposals in the Industrials, Technology, Health Care and/or Consumer sectors, based on bottom-up fundamental equity analysis.
  • Act as the deputy strategy owner for our sustainable equity strategies.
  • Manage existing equity positions, including monitoring of news-flow, updating of investment rationales, and proposing changes to portfolio weightings.
  • Actively engage with PM colleagues in the equity team and beyond to help shape the strategic and tactical thinking around equity investing.
  • Engage with the "quantitative analysis" colleagues on equity screening, portfolio construction and risk management.
  • Actively engage with PM colleagues, RM colleagues and clients to promote PM's equity strategies and offerings, and contribute to business development efforts to increase AuM.
Requirements
  • University degree or equivalent qualification such as CIIA/CEFA or CFA.
  • Minimum of 5 years' professional experience in the equity markets, either on the sell side or in asset management.
  • Strong background in fundamental equity analysis.
  • Passion for sustainable investing. Experience in selecting stocks and/or managing ESG-oriented portfolios is a plus.
  • Passionate interest in financial market topics and quantitative investment approaches.
  • Proficiency with Excel-based company financial models.
  • Familiarity with portfolio management applications (e.g. Avaloq) and market data applications (e.g. Bloomberg)
  • Effective communication skills and professional demeanor. Proficiency in English, written and spoken, is essential. Knowledge of additional languages, including German in particular, is a clear advantage.
  • Display of both conviction and humility in assessing the merits of investment proposals, both in accepting feedback and challenging colleagues across the team.

Please note that we cannot consider applications via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Nicole Bider

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