GTP - Investment Specialist (Investment Boutiques)

As Trainee Investment Specialist, you will benefit from the full Graduate Trainee Program offerings during your time at Vontobel and rotate through various Investment Boutiques.

Your opportunity

As an Investment Specialist, you will

  • rotate through various Vontobel investment boutiques and get to know Vontobel’s approach to company and performance analysis as well as get a sneak peak at our trading processes and the different products we offer

  • see the modules “Investment Strategy”, “Swiss Equity”, “Fixed Income”, and “Investment Risk Analysis”

  • have the chance to optionally obtain a CFA or CAIA certification

  • start on October 1, 2021 and conclude the program September 30, 2023 (24 months)

After completing this program, you will have gained a holistic overview of Vontobel’s financial products, our investment and portfolio composition, our trading processes, and even a sneak peak into the marketing and sales space. This unique program will set you up for an excellent career start in the investment world. Potential entry positions could be Jr. Financial Analyst, Jr. Investment Manager, or Jr. Investment Strategist.

At the beginning, you will be part of the WM Investments & Thematics Boutique and will be working alongside economists and investment strategists who are responsible for the discretionary investment process and for analyzing asset classes and countries. Depending on the skillset, you will also be interacting with the Asset Allocation team. They translate our investment strategy into real world portfolios in a fully automated way ensuring efficiency for the portfolio implementation. In addition, you will have to chance to help publish our investment beliefs and our current positioning.

As part of your rotation in Swiss Equities for four months, you will gain know-how of portfolio management and understanding of trading processes. A key focus will be on company analysis and performance measurement. Depending on your interest, it could be possible to gain a sneak peak in our Global Sales department.

As part of your rotation in our Fixed Income Module for six months, you will be working alongside the portfolio managers and analysts in the Fixed Income team. Depending on the skill set, you will be involved in analyzing new and existing issues and in the formulation of investment ideas. You will also learn about performance attributions and will be involved in answering client requests.

To complement your exposure to investment management, we also offer an investment risk analysis module, which will give you an understanding of portfolio risk measurement methods  and asset class specific risk. This module also includes insights of investment performance analysis as well as Risk Governance and Operational Risk Management.

Your teams will be located in the center of Zurich, at Gotthardstrasse 43 and Genferstrasse 27.

 

Your background includes:

  • a Master’s degree (university or university of applied sciences), potentially also PhD background

  • a study background in a business-related field, ideally quantitative

  • programming skills in Python, SQL or R Stats

  • at least one work experience in the financial industry

  • a basic understanding of company evaluation (e.g. how to read a P&L)

You are…

  • passionate and well versed about financial markets and have a good investment knowledge

  • a curious person, with an analytical and structured mindset

  • a pro-active team player and able to work under pressure

  • fluent in English (other languages are a plus)

  • authorized to work in the EU or Switzerland—we welcome candidates with an international background.

 

Hiring manager

Porträtaufnahme von Dan Scott, Chief Investment Officer (CIO) im Vontobel Wealth Management und früherer TV-Moderator für CNBC sowie regelmässiger Mitarbeiter des Wall Street Journal

Dan joined Vontobel in 2017 and is Chief Investment Officer Wealth Management as well as being Head of Impact & Thematics.

Find him on LinkedIn: https://www.linkedin.com/in/dan-scott-9035bb4/

 

Thank you for the time to consider Vontobel. We appreciate you taking the time to submit your application. Our Talent Acquisition team will carefully assess your application and will respond to you in a timely manner.

If you have any question you can contact us through our contact form.

 

Location

Zürich / Gotthardstrasse 43