Multi Asset Portfolio Manager (m|f|x) Zurich

Are you top notch at portfolio management?

You know how to implement allocation and selection decision within individual customer portfolios?

Do you know how to make investment decisions that benefit our clients?

Do you know how to explain solutions and portfolios to clients and relationship managers?

For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Multi Asset Portfolio Manager who will join our team.

Aufgaben

• Frequent cooperation and support for SFA Relationship Managers and Clients in providing reports/proposals and promoting discretionary mandate material in general.
• Responsibility for a wide variety of portfolio management functions:
• Implementation of relative return multi asset portfolios.
• Team-based discretionary security selection (based on third party research)
• Controls around the entire value chain/process
• Work in a small discretionary managed solutions team with multi-jurisdictional clients.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

• A graduate degree in business, finance or economics with CIIA or CFA.
• Experience (10 years+) in security selection (various asset classes) and in implementation of private segregated client portfolios.
• Experience (10 years+) in client portfolio management activities with sales and end-clients.
• Communication skills, both written and oral in English (German as a plus).
• Experience in Factset / Avaloq PFM as a plus.
• Experience in MS Office.
• A team player with a concise and accurate working attitude.
• keen to take the initiative with solution-oriented thinking to facilitate business decisions.

Das erwartet Sie

• Top Zurich location with collaboration spaces (including rooftop terrace) and free lunch.
• Friendly, diverse team in an open-office space.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work, our trust and reliability for each other.
• Flat hierarchy with collaboration on all levels.

Bewerbung

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

Diese Anzeige auf LinkedIn teilen →

Kontakt

Standort

Gotthardstrasse 43, CH-8002 Zürich