Portfolio Manager - Multi Asset
Zürich / Gotthardstrasse 43In this role you will be responsible for actively managing multi-asset portfolios for institutional clients. You will collaborate closely with our sales teams, providing expert advice to our clients and tailoring investment strategies to meet their unique goals.
What would your role be:
- Actively manage multi-asset class portfolios for institutional clients
- Conduct thorough market research and analyze financial data
- Analyze and evaluate potential risks associated with investment decisions, developing and implementing risk management strategies
- Construct and manage investment portfolios, considering the clients’ asset allocation, risk tolerance, and investment objectives
- Execute trades when appropriate, ensuring timely and efficient portfolio adjustments
- Provide regular reports to clients, keeping them informed about decision-making process, portfolio performance and market trends
- Collaborate with other investment professionals, including investment strategists, research analysts, traders, and portfolio managers, to ensure optimal portfolio performance
- Develop and maintain relationships with clients and sales teams
- Adhere to Vontobel’s internal guidelines and policies and common rules and regulations
What are we looking for:
- Strong analytical and research skills
- In-depth understanding and experience of portfolio management, portfolio construction, asset allocation and risk management
- Extensive knowledge of financial markets and familiarity with financial modeling
- Personal integrity and ability to maintain confidentiality of company and client information
- Ability to collaborate effectively across departments and with external stakeholders
- Ability to think and decide independently, have a risk-taking mentality
- Excellent verbal and written communication skills
- Able to deliver ‘client-ready’ (accurate, consistent, polished) output that clearly communicates key messages
Your profile:
- University degree (or equivalent) in Finance, Economics, or related field
- Certification in good standing, such as CFA, CAIA, or CFP considered an asset
- Minimum 5 years of discretionary portfolio management experience in a private bank, or asset management company
- Proven track record ideally in multi-asset, but strong single asset-class managers (equity/fixed income) seeking to expand into multi-asset will likewise be considered
- Quantitative / programming skills are a plus
- Language requirements: German & English fluency is a must have, French a plus
What do we offer?
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
- Friendly, diverse team in an open-office space with dancing walls
- All the latest technology to help you excel and advance
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration at all levels
- Campus feeling and a collaborative spirit
We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not meet every single requirement, if this role sounds like a good fit for you, we encourage you to apply.
Why Vontobel?
At Vontobel, you are building better futures for our clients and society, as well as for yourself. As a family-owned and publicly listed company with over 2,000 professionals based in 28 locations globally and headquartered in Zurich, we’re committed to long-term thinking and sustainability.
Our diverse team values unique perspectives, and we hire individuals determined to deliver in a dynamic and changing world. Even if you don’t meet all the criteria, we encourage you to apply if you’re enthusiastic about the role.
Do you want to be Vontobel?