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Portfolio Manager - German speaking! (m/f)

On Saturday, March 28,

Offer criteria

  • Portfolio Manager
  • Schwyz
  • Permanent contract
  • Full Time
  • Fields of expertise: Maintenance , Liquidity , Portfolio manager , Finance

Company: Michael Page

  • Asset Manager providing portfolio management to multiple families
  • Investments are primarily top-down spanning from equities to bonds.
  • The investment committee meets weekly to analyze and discuss financial markets but each Portfolio Manager independently makes investment decisions for the portfolios.
  • FINMA licensed as asset manager under CISA.
  • Office located in Pfäffikon SZ close to the train station.

Job description

  • Participate in the investment committee primarily as a listener and secondarily with input.
  • Assist one of the Portfolio Managers with tasks related to the execution of investment decisions and maintenance of his portfolios
  • Analysis of companies in relation primarily to bonds and secondarily to equities prior to and following up on investments.
  • Instrument selection i.e. identify which bonds, futures etc. to trade to execute the investment decisions.
  • Keep track of upcoming redemptions and identify new investment opportunities for the proceeds.
  • Keep track of liquidity on the various currency accounts and ensure no overdraft.
  • Calculating the quantity to trade to execute the investment decisions.
  • Carry out the trades with the custodian banks or third-party brokers.

Profile description

  • Bachelors/Masters Degree in Banking/Finance or similar field.
  • Additional education (CFA/CAIA) would be a plus
  • Experience in portfolio management
  • Hands-on experience with the majority of the above tasks.
  • Able to work independently to a very high standard with attention to details.
  • Fluent in German and English.
  • Experience with Bloomberg is preferred.

Reference: 105065_MP_CH


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