Description

Job Description

A well established wealth manager with over 2B CHF in asset under management is looking for an Equity Analyst and/or Fixed Income Analyst who is looking, over time, to transition into a multi-assets Portfolio Manager.

The candidate will initially provide actionable investment ideas in the equity and/or fixed income space for our advisory and discretionary portfolios.

The candidate will actively engage with Portfolio Management colleagues to help shape the strategic and tactical thinking around equity and/or fixed income investing.

Over time and with experience, we expect the candidate will gain the ability to manage broader investment portfolios and our standalone strategies, alongside our CIO.

Over time we expect him/her to conduct detailed investment research across diverse asset classes, sectors and geographies.

The chosen candidate over time will be co-responsible for monitoring and analysing investment performance and managing risk.

Responsibilities

To begin

• Conduct in-depth research and analysis on potential
• investment opportunities, including financial statements, economic data, and market trends.
• Manage and execute trades for portfolios.
• Develop and maintain relationships with stakeholders.
• Counsel our portfolio and our relationship managers on an Advisory basis.
• Conduct various tasks related to portfolio management, implementation and monitoring of portfolios, market research and internal requests.
• Collaborate with external research counterparties.
• Proactively participate in the Investment Committee.

Over Time

• Oversee the management of investment portfolios, including monitoring performance, identifying risks, and developing investment strategies.
• Develop and maintain relationships with clients and stakeholders, providing regular updates on portfolio performance and investment strategies.
• Counsel our direct advisory clients.
• Proactively participate in our regular investment meetings with the front office.
• Produce investment proposals for the front office.
• Monitor and report on market trends, economic indicators, and regulatory changes that may affect investment strategies.
• Create model and bespoke portfolio proposals for existing and new clients, focusing on strategic asset allocation, investment returns/risk and cash flow modelling.
• Analyse and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies.
• Continuously improve investment processes and systems to maximize efficiency and effectiveness.

Requirements

• Bachelor's degree in finance, economics, or related field, or CIIA, CFA or another relevant professional designation.
• At least 5 years of experience in equity and/or fixed income research, portfolio management or related investment roles.
• Effective communication and interpersonal skills and professional demeanour.
• Proficiency in English and French, written and spoken, is essential. Knowledge of additional languages is welcome.
• Strong analytical and research skills.
• Strong knowledge of Microsoft suite and Bloomberg. Any programming skills in Python, VBA or other is welcome.
• Strong background in mathematics and/or statistics is desirable.
• Understanding and passion for financial markets, economic trends, the evolving geo-political environment and investment principles.
• Ability to collaborate effectively across departments and with internal and external stakeholders.
• Knowledge of risk management principles and strategies.
• Strong work ethic

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