Junior Portfolio Manager
Zürich / Genferstrasse 27Vontobel Asset Management is a leading investment management firm dedicated to delivering superior results for our clients. We specialize in managing portfolios across diverse asset classes, with a strong focus on equities, risk management, and derivatives strategies. Our team values innovation, collaboration, and a deep commitment to excellence.
Please note we are a small highly collaborative team and for this role we would need someone who is able to be in the office to learn and be readily available during market hours
What would your role be?
- Assist in the management and monitoring of equity portfolios, ensuring alignment with investment objectives and risk parameters.
- Conduct in-depth research and analysis of equities, including fundamental and technical analysis, to support investment decisions.
- Develop and implement options or derivative strategies to enhance portfolio performance, manage risk, or hedge exposures.
- Collaborate with senior portfolio managers to design and execute investment strategies.
- Monitor portfolio performance, assess risks, and recommend adjustments to optimize risk-adjusted returns.
- Prepare detailed reports and presentations on portfolio performance, market trends, and investment opportunities for internal and external stakeholders.
- Stay informed about market developments, economic trends, and industry news to identify actionable investment opportunities.
- Contribute to the development and implementation of risk management frameworks to mitigate portfolio exposures.
What are we looking for?
- Bachelor’s degree in Finance, Economics, Engineering, Physics, Mathematics, or a related quantitative discipline. Advanced degrees (e.g., MBA, Master’s in Finance) or certifications (e.g., CFA, FRM) are a plus.
- 2-5+ years of experience in portfolio management, equity or credit research, or a related investment role.
- Strong understanding of equity markets, financial instruments, and risk management principles.
- Hands-on experience with options, derivatives, or structured products is a plus.
- Proficiency in financial modeling, portfolio analytics, and investment tools (e.g., Bloomberg, FactSet, or similar platforms).
- Exceptional analytical and quantitative skills with strong attention to detail.
- Excellent communication and interpersonal skills, with the ability to articulate complex investment ideas clearly.
- Self-motivated, proactive, and able to thrive in a fast-paced, collaborative environment.
- Fluent in German and English
What do we offer?
- Friendly, diverse team in an open-office space
- 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 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. Do you want to be Vontobel?