Deine Übereinstimmung
01Skills
02Technical investment conceptsAsset allocationInvestment advisoryMarket AnalysisCommunication SkillsFinancial InstrumentsRisk ManagementAnalytical ThinkingCollaborationTechnical decision-makingProactivityActive investment strategies
SprachenEnglischFranzösischDeutsch
Die Stelle
0301Manage discretionary portfolios (standard and special) for the Bank's client base
02Provide investment proposals to prospects, clients and Relationship Managers (RMs)
03Construct high-quality, performance-oriented portfolios
04Oversee multi-asset discretionary mandates across reference currencies and risk profiles
05Ensure that portfolios are aligned with client objectives and restrictions
06Manage standard and special mandates and select appropriate instruments
07Stay actively aware of developments in macro trends and market drivers
08Participate in regular investment research meetings
09Support the organization and ongoing improvement of the Discretionary Portfolio Management team's operational setup
10Prepare marketing documents, portfolio reviews, commentaries, and investment proposals
11Build effective and trusted relationships with internal and external clients
Anforderungen
↳Minimum of 8 years of experience in multi-asset portfolio management or investment advisory
↳Proven track record of successfully managing diversified portfolios
↳Strong analytical skills with a deep understanding of asset allocation
↳Demonstrated in-depth knowledge of financial instruments
↳Ability to clearly articulate and pitch technical investment concepts
↳Strong portfolio construction skills and process-driven implementation mindset
↳Strong IT skills (Microsoft Office) and solid knowledge of Bloomberg, FactSet, VBA, Python
↳Must possess a high standard of professionalism and integrity
Vorteile
Technologien
04Microsoft OfficeBloombergFactSetVBAPythonG2
