Dein persönlicher KI-Karriere-Agent
University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Executing portfolio strategy and managing risk parameters for wealth management clients. Master's degree in Finance or related field with initial financial industry experience required. Global perspective and tailored career path.
Anforderungen
- Master's degree in Finance, Economics, Banking or Finance focus (graduation max. 12 months ago)
- Initial practical experience in financial industry and expertise in banking products and financial markets
- Passion for wealth management and desire to create value beyond wealth
- Very good interpersonal, communication and presentation skills
- Entrepreneurial mindset and willingness to take responsibility
- Global mindset, excellent interpersonal skills, and strong appetite for learning
- Fluency in German and English, additional languages are a plus
- Eligibility to work in the country of application
Aufgaben
- Execute portfolio strategy by managing allocations
- Manage exposures and risk parameters
- Ensure alignment with client objectives
- Ensure alignment with internal investment guidelines
- Ensure alignment with regulatory requirements
- Collaborate with internal teams
- Integrate insights from analysts and strategists
- Maintain a consistent investment process
- Communicate portfolio strategy to stakeholders
- Communicate performance drivers to stakeholders
- Communicate allocation decisions to stakeholders
- Communicate portfolio strategy to clients
- Communicate performance drivers to clients
- Communicate allocation decisions to clients
- Navigate complex global markets
- Translate macroeconomic developments into insights
- Translate geopolitical developments into insights
- Balance multiple asset classes within portfolios
- Master cross-asset allocation
- Analyze interplay between asset strategies
- Work with large datasets
- Use portfolio analytics tools
- Use quantitative models to assess risk
- Use quantitative models to assess performance
- Use quantitative models to assess market opportunities
- Make decisions under uncertainty
- Form investment convictions
- Work with experienced portfolio managers
- Work with experienced strategists
- Articulate investment rationales
- Present investment rationales
- Prepare investment committee materials
- Discuss investment rationales with stakeholders
- Collaborate across research functions
- Collaborate across advisory functions
- Collaborate across product teams
- Collaborate across risk management functions
- Build a strong internal network
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong network
Lockere Unternehmenskultur
- Global perspective
- International experience
- Diverse teams
Mentoring & Coaching
- Community and mentorship
- Industry leader mentorship
Sinnstiftende Arbeit
- Impactful work
Workation & Sabbatical
- International assignment
Noch nicht perfekt?
- Julius BaerVollzeitnur vor OrtJuniorZürich
- Julius Baer
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University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Executing portfolio strategy and managing risk parameters for wealth management clients. Master's degree in Finance or related field with initial financial industry experience required. Global perspective and tailored career path.
Anforderungen
- Master's degree in Finance, Economics, Banking or Finance focus (graduation max. 12 months ago)
- Initial practical experience in financial industry and expertise in banking products and financial markets
- Passion for wealth management and desire to create value beyond wealth
- Very good interpersonal, communication and presentation skills
- Entrepreneurial mindset and willingness to take responsibility
- Global mindset, excellent interpersonal skills, and strong appetite for learning
- Fluency in German and English, additional languages are a plus
- Eligibility to work in the country of application
Aufgaben
- Execute portfolio strategy by managing allocations
- Manage exposures and risk parameters
- Ensure alignment with client objectives
- Ensure alignment with internal investment guidelines
- Ensure alignment with regulatory requirements
- Collaborate with internal teams
- Integrate insights from analysts and strategists
- Maintain a consistent investment process
- Communicate portfolio strategy to stakeholders
- Communicate performance drivers to stakeholders
- Communicate allocation decisions to stakeholders
- Communicate portfolio strategy to clients
- Communicate performance drivers to clients
- Communicate allocation decisions to clients
- Navigate complex global markets
- Translate macroeconomic developments into insights
- Translate geopolitical developments into insights
- Balance multiple asset classes within portfolios
- Master cross-asset allocation
- Analyze interplay between asset strategies
- Work with large datasets
- Use portfolio analytics tools
- Use quantitative models to assess risk
- Use quantitative models to assess performance
- Use quantitative models to assess market opportunities
- Make decisions under uncertainty
- Form investment convictions
- Work with experienced portfolio managers
- Work with experienced strategists
- Articulate investment rationales
- Present investment rationales
- Prepare investment committee materials
- Discuss investment rationales with stakeholders
- Collaborate across research functions
- Collaborate across advisory functions
- Collaborate across product teams
- Collaborate across risk management functions
- Build a strong internal network
Ausbildung
- Master-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong network
Lockere Unternehmenskultur
- Global perspective
- International experience
- Diverse teams
Mentoring & Coaching
- Community and mentorship
- Industry leader mentorship
Sinnstiftende Arbeit
- Impactful work
Workation & Sabbatical
- International assignment
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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University Graduate – Fixed Income Portfolio Management in CIO Office(m/w/x)
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