Portfolio Manager - Multi Asset (m|f|x) Zürich

Are you a highly qualified and motivated Portfolio Manager looking for your next opportunity? Join our Portfolio Management team which manages money for our Institutional Clients.

In this role you will be responsible for actively managing multi-asset portfolios for institutional clients. You will collaborate closely with our sales teams, providing expert advice to our clients and tailoring investment strategies to meet their unique goals.

Tasks

• Actively manage multi-asset class portfolios for institutional clients
• Conduct thorough market research and analyze financial data
• Analyze and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies
• Construct and manage investment portfolios, considering the clients’ asset allocation, risk tolerance, and investment objectives
• Execute trades when appropriate, ensuring timely and efficient portfolio adjustments
• Provide regular reports to clients, keeping them informed about decision-making process, portfolio performance and market trends
• Collaborate with other investment professionals, including investment strategists, research analysts, traders, and portfolio managers, to ensure optimal portfolio performance
• Develop and maintain relationships with clients and sales teams
• Adhere to Vontobel’s internal guidelines and policies and common rules and regulations

Profile / Your qualification / Your personality

• Strong analytical and research skills
• In-depth understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
• Extensive knowledge of financial markets and familiarity with financial modeling
• Personal integrity and ability to maintain confidentiality of company and client information
• Ability to collaborate effectively across departments and with external stakeholders
• Ability to think and decide independently, have a risk-taking mentality
• Excellent verbal and written communication skills
• Able to deliver ‘client-ready’ (accurate, consistent, polished) output that clearly communicates key messages
• University degree (or equivalent) in Finance, Economics, or related field
• Certification in good standing, such as CFA, CAIA, or CFP considered an asset
• Minimum 5 years of discretionary portfolio management experience in a private bank, or asset management company
• Proven track record ideally in multi-asset, but strong single asset-class managers (equity/fixed income) seeking to expand into multi-asset will likewise be considered
• Quantitative / programming skills are a plus
• Language requirements: German & English fluency is a must have, French a plus

That awaits you

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
• Friendly, diverse team in an open-office space with dancing walls
• All the latest technology to help you excel and advance
• Agile environment in how we think, the way we work and our trust for each other
• Flat hierarchy with collaboration at all levels
• Campus feeling and a collaborative spirit

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not meet every single requirement, if this role sounds like a good fit for you, we encourage you to apply.

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Contact

Location

Gotthardstrasse 43, CH-8022 Zürich