Portfolio Manager / Trader in our PM team

A dynamic and leading independent investment firm is looking for a full-time, permanent position within the Portfolio Management team

Our ideal candidate:

• 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

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

We offer

• 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


• Work place Freienbach, SZ

Start date

• As soon as possible

Your application will be treated with confidentiality