Portfolio Manager / Trader in our PM team

Role

Full-time

Permanent

Mid

Finance & Accounting

Logistics

Zurich / Freienbach

100%

Closes in 30 days

Requirements

2+ yrs exp

Bachelor's

EU/EFTA permit

Skills

Equity securitiesInvestment advisoryTrading optionsMulti-asset class investment ideasClient portfolio analysisMS OfficeMarket AnalysisFluency in German and EnglishComplianceBloombergFixed-Income ManagementPatent portfolio management

Languages

German C2

English C2

Description

Job description: Work with other Senior Portfolio Managers as a team Active implementation and monitoring of client portfolios Implement trades based on the in-house asset allocation views , execute buy and sell orders for securities and other financial instruments Contribute to the quarterly investment committee and investment letter Analyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategies Respond to specific client demands and investment proposals Verify the execution terms of our clients’ portfolios Participate in client meetings and presentations, assisting in the development of investment strategies tailored to individual client needs. Prepare bespoke documents for clients (including market and performance attribution analysis) Contribute to equity research and production of trading ideas Contribute to Chief Compliance Officer duties related to portfolio management

Responsibilities

Work with other Senior Portfolio Managers as a team
Active implementation and monitoring of client portfolios
Implement trades based on the in-house asset allocation views
Execute buy and sell orders for securities and other financial instruments
Contribute to the quarterly investment committee and investment letter
Analyze client portfolios to ensure they align with investment objectives, risk tolerance, and asset allocation strategies
Respond to specific client demands and investment proposals
Verify the execution terms of our clients’ portfolios
Participate in client meetings and presentations, assisting in the development of investment strategies tailored to individual client needs
Prepare bespoke documents for clients (including market and performance attribution analysis)
Contribute to equity research and production of trading ideas
Contribute to Chief Compliance Officer duties related to portfolio management

Requirements

Bachelor or equivalent and strong interest for markets
2-5 years of experience in portfolio management, investment advisory or middle office gained in a bank, insurance company, asset manager or hedge fund
Sell-side or buy-side experience, with competence in investment management or investment consulting
Experience in trading options would be a plus
Background in equity and/or fixed-income securities with an interest to learn
Able to work independently by taking initiative and also being a fair team player
Enjoy working in a small and demanding environment
Strong organization skills, multi-tasking capacity, and ability to work under pressure
Highly reliable and accurate with an eye for detail
Dynamic and flexible personality
Excellent presentation skills
Ability to generate multi-asset class investment ideas
Fluent in German and English. Any other language will be valued
High level of confidentiality
Good command of usual MS Office applications
Command of Bloomberg tools
Resident in the Zurich area. Candidates living abroad will not be considered

Tech stack

MS OfficeBloomberg

Benefits

A young, dynamic and diversified team of 40 employees between Freienbach, Zurich, Geneva, and Lugano
To be part of a growing successful company
Diversified tasks
Multinational working environment

Company

Moller Finance

Investment