Portfolio Manager Assistant Zurich
Zürich, Switzerland
Job Description
\\nYour team
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.
Your role
Start date: tbd
Note
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.\\n \\n \\n \\n \\n \\n
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.
Your role
- 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.
Start date: tbd
Note
We will not accept any CVs via agencies
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.\\n \\n \\n \\n \\n \\n
\\n\\n Pictet\\n \\n\\n
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Job Detail
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Job IdJD1629743
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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