Job offer
investment office
Liberty Vorsorge is seeking an experienced professional to serve as an Investment Officer at its Seewen-Schwyz office, focusing on portfolio reviews, evaluating investment proposals, and risk monitoring. The ideal candidate will have a university degree, several years of experience in the investment field, and knowledge of investment controlling or risk management.
Tasks and area of responsibility
Your duties and responsibilities include:- Review of portfolios for compliance with the investment strategy/BVV2 guidelines (after-trade checks)
- Review and analysis of asset managers' investment proposals (model portfolios) for compliance with the investment strategy/BVV2 guidelines (pre-trade checks)
- Support for risk management of the assets of all foundations
- Automate and optimize all control processes in the context of the value chain in the investment sector
Your profile
We are looking for an experienced and strong-willed individual with:- A degree from a university or university of applied sciences, ideally supplemented by specialized professional certification such as the CIA or CFA
- Several years of experience in the investment sector, particularly in portfolio management and/or fund analysis
- Very good knowledge of securities in various asset classes, particularly investment funds and investment foundations
- Experience in investment controlling or risk management, particularly in the context of BVV 2 guidelines
- Structured approach with high quality standards
- Experience with the Finova core banking system
We offer
We offer:- A varied job with exciting tasks in a dynamic team
- Attractive employment conditions
- Modern pension fund solution
- Free parking directly on site
- Various employee events
Job details
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