Not specified; not specified; benefits include men...
7+ years portfolio management experience
Fixed income and multi-asset class expertise
Experience with u/hnwis in private wealth
The Portfolio Manager is responsible for managing client and fund assets across multiple asset classes in line with established investment policies
Job Summary
The Portfolio Manager is responsible for managing client and fund assets across multiple asset classes in line with established investment policies.
The role involves generating trade rationales, maintaining databases, and presenting positioning and performance to clients while balancing risk and performance.
The company offers a comprehensive well-being program supporting emotional, physical, social, and financial health alongside a culture of integrity and collaboration.
Matching Summary
The Portfolio Manager is responsible for managing client and fund assets across multiple asset classes in line with established investment policies.
Salary
Not specified; Not specified; Benefits include mental/physical health support, financial security programs, and inclusive work environment
Skills & Requirements
Must-have
7+ years portfolio management experience
Fixed income and multi-asset class expertise
Experience with U/HNWIs in private wealth
Strong quantitative and analytic skills
Proficiency in Excel, PowerPoint, Bloomberg
Nice-to-have
German language knowledge
CFA, CAIA, or MBA certification
Avaloq platform familiarity
Entrepreneurial mindset
Collaborative team culture
Key Requirements
At least 7 years relevant experience
Undergraduate degree in Finance or Economics
Experience in issuer selection (Swiss/European/Global)