Job offer
Plant Specialist
Bank Zimmerberg is seeking a flexible and self-motivated individual to join its team in Horgen as an Investment Specialist. The role involves tasks such as portfolio selection, trading, monitoring, and reporting for asset management mandates, as well as maintaining systems and providing support during the advisory process.
Job description
Plant Specialist 80–100% (m/f/d)Tasks
- Assistance with portfolio selection for our asset management services and model portfolios
- Trading, Monitoring, and Reporting for Asset Management Mandates (AMM)
- Maintenance of systems (e.g., Refinitiv, Finna, Excel, Bloomberg) and support during the consulting process
- Development of investment recommendations, analyses, and research on new products, as well as support for publications
- Participation in plant engineering projects
- Supporting compliance in monitoring and consulting quality
Requirements
- Completed banking studies with a current bachelor’s degree program, or a current or completed bachelor’s degree program (Business Administration, Banking & Finance, or a comparable field)
- Professional experience in asset management, wealth management, or investment controlling
- Excellent understanding of financial markets and investment products (stocks, mutual funds)
- Experience working with internal and external partners and clients
- Analytical and structured thinking, as well as a strong aptitude for numbers and a commitment to quality
- Excellent knowledge of Excel; knowledge of Finna and/or Fox is a plus
- Very good German and good English skills
- An independent, reliable, and team-oriented work style
We offer
- Dedicated, supportive team & modern working environment
- Opportunities for initiative & personal development
- Flexible vacation policy incl. unpaid vacation & vacation day purchase
Job details
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