Portfolio Manager Assistant Zurich
Zürich, Switzerland
Job Description
\\nEntreprise :
Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
As a Portfolio Manager Assistant, you will contribute to managing key UHNW bespoke multi-asset-class discretionary mandates of Pictet Wealth Management by supporting the team head and portfolio managers.
Description du poste :
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Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.
As a Portfolio Manager Assistant, you will contribute to managing key UHNW bespoke multi-asset-class discretionary mandates of Pictet Wealth Management by supporting the team head and portfolio managers.
Description du poste :
- Supporting the team head and portfolio managers in daily portfolio management tasks: cash flow management; currency and forex overlay; block trades (stocks, bonds, funds, futures, alternatives, derivatives, structured products); as well as rollover of futures for the whole team.
- Providing support in calendar management.
- Carrying out general administrative duties.
- Monitoring and controlling adherence to client risk profiles, their specific restrictions and tax aspects.
- Producing investment proposals and investment management reports for the team head and senior portfolio managers.
- Supervising the monthly investment controlling for the team.
- Liaising with the investment platform at our Geneva head office.
- Overseeing special projects/investigation.
- Being an active team member and showing teamwork and entrepreneurship.
- Degree in Finance or equivalent qualification.
- Excellent knowledge of the financial markets and the various asset classes.
- Able to work independently and diligently.
- Reliable and resilient, with a strong sense of responsibility and an ability to multi-task.
- Proficient in standard IT applications (MS Office: Word, Excel, PowerPoint) as well as Bloomberg and Reuters.
- Fluent in German and English; knowledge of French would be an asset.
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Job Detail
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Job IdJD1626587
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationZürich, Switzerland
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EducationNot mentioned