Are you top notch at portfolio management? , You know how to implement allocation and selection decision within individual customer portfolios? , Do you know how to make investment decisions that benefit our clients? , Do you know how to explain solutions and portfolios to clients and relationship managers? , , For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Multi Asset Portfolio Manager who will join our team

What would your role be?

• Frequent cooperation and support for SFA Relationship Managers and Clients in providing reports/proposals and promoting discretionary mandate material in general
• Responsibility for a wide variety of portfolio management functions:
• Implementation of relative return multi asset portfolios
• Team-based discretionary security selection (based on third party research)
• Controls around the entire value chain/process
• Work in a small discretionary managed solutions team with multi-jurisdictional clients

What are we looking for?

• A graduate degree in business, finance or economics with CIIA or CFA
• Experience (10 years+) in security selection (various asset classes) and in implementation of private segregated client portfolios
• Experience (10 years+) in client portfolio management activities with sales and end-clients
• Communication skills, both written and oral in English (German as a plus)
• Experience in Factset / Avaloq PFM as a plus
• Experience in MS Office
• A team player with a concise and accurate working attitude
• keen to take the initiative with solution-oriented thinking to facilitate business decisions

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terrace) and free lunch
• Friendly, diverse team in an open-office space
• Agile environment in how we think, the way we work, our trust and reliability for each other
• Flat hierarchy with collaboration on all levels
• We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply
• At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich
• We are both majority family-owned and publicly listed. Our capacity for long-term focus on topics such as sustainability is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds

cosmofunding by Vontobel

Asset Management

Patriot Act Certification

Deposit Insurance Scheme

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