Job Description

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
Responsible for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters and ensuring compliance with regulations and firm policies.
YOUR CHALLENGE
Analyzing and monitoring existing holdings and potential buy candidates
Managing exclusive Special Value mandates and the Equity Special Value fund, including currency and cash management
Regularly reviewing and analyzing portfolio performance, and preparing detailed reports for clients and internal stakeholders
Collaborating closely with other departments, such as Risk Management, Trading, and Client Service, to ensure seamless execution
YOUR PROFILE
Bachelor's degree in Finance, Economics, Business Administration, or related field
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and meeting deadlines
Self-motivated and proactive, with a passion for financial markets and investments
Flexible and adaptable, with excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
Strong sense of accountability, reliability, and team attitude
Strong knowledge of financial markets, instruments, and regulations
Proven track record of achieving investment objectives and managing risk
Experience in financial software and systems (e.g. Bloomberg)
Experience in investment management, portfolio management, or a related field
Relevant professional certifications, such as CFA or CAIA, are advantageous
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