Senior Portfolio Manager – Outsourced CIO Team Zurich, full-time (f/m/d)

Tasks

• Cover all major asset classes, including fixed income, equities, currencies, alternative investments, commodities, and external funds
• Analyze and optimize aggregated client portfolios based on individual risk profiles, preferences, and investment constraints
• Provide comprehensive risk management, performance analytics, and portfolio optimization for clients and prospects
• Develop customized investment proposals and present the investment perspective at client meetings as a dedicated investment specialist
• Provide outstanding investment solutions and services for UHNWI clients, both in new and existing relationships
• Work closely with relationship managers and other investment teams to tailor strategies and products to client needs
• Ensure the accurate and timely delivery of standard and customized reports, including performance, risk, and portfolio composition
• Strictly adhere to investment policies, client specifications, and regulatory requirements
• Actively contribute to business development and support business development efforts in partnership with private bankers and other internal units

Requirements

• Bachelor’s degree in mathematics, economics, quantitative finance, research, computer science, management science, or a related field; CFA, CIMA, FRM, or similar certification strongly preferred
• At least 5 years of experience in portfolio management or a comparable investment role involving direct client contact
• A strong understanding of financial markets and portfolio construction, with the ability to discuss a wide range of asset classes with authority
• A proven track record as an outstanding investment advisor or portfolio manager, ideally in a UHNWI or institutional setting
• Excellent presentation and communication skills, with the ability to explain complex concepts clearly and persuasively
• Excellent client-focused and interpersonal skills, with a strong understanding of the needs of ultra-high-net-worth individuals
• Fluent in German and English; knowledge of other languages is a strong advantage

We offer