investment office

About us

Liberty Vorsorge values its employees. It focuses on values such as commitment, creativity, respect, team spirit, and reliability. People commit themselves in the same way that they expect others to do. Solution-oriented behavior is encouraged. People communicate on an equal footing and value others. They support each other and help others. Promises and agreements are kept.

Job description

We are seeking an experienced and strong-willed individual to join our "Investment Office" team at our Seewen-Schwyz location, either immediately or at a later date. If numbers are your world and you thrive in a controlling role, then you’re the perfect fit for us.

Duties and responsibilities

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 investments for all foundations
• Automate and optimize all control processes within the investment value chain

Requirements

Your profile should meet the following requirements:

• 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