Job offer
investment office
Liberty Vorsorge AG is seeking an experienced individual to join its investment office in Seewen-Schwyz, focusing on portfolio review, investment strategy assessment, and risk monitoring. The position requires a university degree, several years of experience in the investment sector, and excellent knowledge of securities.
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 the asset managers' investment strategy (model portfolios) with regard to compliance with the investment strategy/BVV2 guidelines (pre-trade checks)
- Support with risk management for the investments 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 individual with:- University degree/technical college degree or subject-specific continuing education such as CFA or CIIA
- Several years of experience in the investment sector, specifically 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 and/or risk management is an advantage
- Structured approach with high quality standards
- Affinity for working with programming languages such as VBA or Python
- Experience with the Finnova or Avaloq core banking system
We offer
We offer an attractive working environment with:- A varied role with exciting tasks in a dynamic team
- Attractive employment conditions
- Free coffee, tea, mineral water etc.
- Free parking directly on site
- Various employee events
Job details
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