Portfolio Manager - Multi Asset

Job description

Tasks

• Active management of multi-asset portfolios for institutional clients
• Conducting market research and analyzing financial data
• Analysis and assessment of potential risks in connection with investment decisions, development and implementation of risk management strategies
• Construction and management of investment portfolios, taking into account the client's asset allocation, risk tolerance and investment objectives
• Execution of trades as required, ensuring timely and efficient portfolio adjustments
• Regular reporting to clients, information on the decision-making process, portfolio performance and market trends
• Collaborate with other investment professionals, including investment strategists, research analysts, traders and portfolio managers to ensure an optimized portfolio
• Compliance with internal guidelines and regulations

Requirements

• Strong analytical and research skills
• Deep understanding and experience in portfolio management, portfolio construction, asset allocation and risk management
• Extensive knowledge of the financial markets and familiarity with financial models
• Personal integrity and ability to maintain the confidentiality of company and customer data
• Ability to collaborate effectively across departments and with external stakeholders
• Ability to think and decide independently, willing to take risks
• Excellent verbal and written communication skills
• Ability to deliver 'client-ready' (accurate, consistent, polished) results that clearly communicate key messages

Profile

• University degree (or equivalent) in finance, economics or a related field
• Certification in good standing, such as CFA, CAIA or CFP, is considered an advantage
• At least 5 years of experience in discretionary portfolio management in a private bank or asset management company
• Proven track record, ideally in multi-asset, but strong single-asset class managers (equities/bonds) with an interest in multi-asset will also be considered
• Quantitative/programming skills are a plus
• Language skills: German and English are required, French is a plus

We offer

• All the latest technology to support you in your work and advance your career
• Agile environment in the way we think, work and trust each other
• Flat hierarchy with cooperation at all levels
• Campus atmosphere and collaborative spirit