Julius Baer
University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Full-timeOn-siteJunior
Zürich
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Managing UK client portfolios with tax-efficient solutions in multiple currencies. Progress toward CFA Level I and 2 years investment experience required. Internal mobility and individual upskilling programs.
Requirements
- Degree in finance, economics, or related field
- Progress toward investment qualification (e.g., CFA Level I)
- 2 years experience in investment-related functions
- Strong interest in financial markets
- Strong interest in investment solutions
- Strong interest in portfolio construction
- Use of technology to enhance analysis and execution
- Quick learning ability
- Collaborative work ability
- Positive team contribution
- Strong communication skills
- Client-focused mindset
- Organization skills
- Proactiveness
- Adaptability
- Operating in dynamic, evolving context
- Strong affinity for technology
- Ability to learn new digital tools quickly
- Proficiency with Microsoft Office
- Familiarity with Bloomberg
- Fluent English
- Other European language proficiency
- Swiss domicile
- Willingness to relocate
Tasks
- Support management of client portfolios for the UK market
- Monitor client portfolios for the UK market
- Coordinate client portfolios for the UK market
- Implement tax-efficient portfolio solutions in GBP, EUR, USD, and CHF
- Ensure portfolio solutions align with mandate guidelines
- Ensure portfolio solutions align with investment objectives
- Ensure portfolio solutions align with regulatory requirements
- Contribute to daily portfolio management
- Rebalance portfolios
- Implement investment decisions
- Ensure portfolios align with strategic allocation views
- Ensure portfolios align with tactical allocation views
- Prepare portfolio reviews for clients
- Prepare performance analyses for clients
- Prepare investment proposals for clients
- Prepare market updates for clients
- Prepare portfolio reviews for internal stakeholders
- Prepare performance analyses for internal stakeholders
- Prepare investment proposals for internal stakeholders
- Prepare market updates for internal stakeholders
- Collaborate with relationship managers
- Strengthen the investment offering
- Support business development for UK-linked clients
- Develop understanding of investment solutions
- Provide support to internal stakeholders
- Provide support to clients
- Leverage digital tools for efficiency
- Leverage digital tools for accuracy
- Monitor market developments
- Gather insights on asset classes
- Gather insights on macroeconomic trends
- Gather insights on investment themes
- Contribute to ongoing oversight
- Contribute to investment decisions
- Ensure adherence to regulatory obligations
- Ensure adherence to compliance standards
- Ensure adherence to internal policies in Switzerland
- Ensure adherence to internal policies for UK-related activities
Work Experience
- 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- Basque – Business Fluent
Tools & Technologies
- CFA Level I
- Microsoft Office
- Bloomberg
Benefits
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
- Julius Baer
University Graduate – Investment Engineer(m/w/x)
Full-timeOn-siteJuniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich
Managing UK client portfolios with tax-efficient solutions in multiple currencies. Progress toward CFA Level I and 2 years investment experience required. Internal mobility and individual upskilling programs.
Requirements
- Degree in finance, economics, or related field
- Progress toward investment qualification (e.g., CFA Level I)
- 2 years experience in investment-related functions
- Strong interest in financial markets
- Strong interest in investment solutions
- Strong interest in portfolio construction
- Use of technology to enhance analysis and execution
- Quick learning ability
- Collaborative work ability
- Positive team contribution
- Strong communication skills
- Client-focused mindset
- Organization skills
- Proactiveness
- Adaptability
- Operating in dynamic, evolving context
- Strong affinity for technology
- Ability to learn new digital tools quickly
- Proficiency with Microsoft Office
- Familiarity with Bloomberg
- Fluent English
- Other European language proficiency
- Swiss domicile
- Willingness to relocate
Tasks
- Support management of client portfolios for the UK market
- Monitor client portfolios for the UK market
- Coordinate client portfolios for the UK market
- Implement tax-efficient portfolio solutions in GBP, EUR, USD, and CHF
- Ensure portfolio solutions align with mandate guidelines
- Ensure portfolio solutions align with investment objectives
- Ensure portfolio solutions align with regulatory requirements
- Contribute to daily portfolio management
- Rebalance portfolios
- Implement investment decisions
- Ensure portfolios align with strategic allocation views
- Ensure portfolios align with tactical allocation views
- Prepare portfolio reviews for clients
- Prepare performance analyses for clients
- Prepare investment proposals for clients
- Prepare market updates for clients
- Prepare portfolio reviews for internal stakeholders
- Prepare performance analyses for internal stakeholders
- Prepare investment proposals for internal stakeholders
- Prepare market updates for internal stakeholders
- Collaborate with relationship managers
- Strengthen the investment offering
- Support business development for UK-linked clients
- Develop understanding of investment solutions
- Provide support to internal stakeholders
- Provide support to clients
- Leverage digital tools for efficiency
- Leverage digital tools for accuracy
- Monitor market developments
- Gather insights on asset classes
- Gather insights on macroeconomic trends
- Gather insights on investment themes
- Contribute to ongoing oversight
- Contribute to investment decisions
- Ensure adherence to regulatory obligations
- Ensure adherence to compliance standards
- Ensure adherence to internal policies in Switzerland
- Ensure adherence to internal policies for UK-related activities
Work Experience
- 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- Basque – Business Fluent
Tools & Technologies
- CFA Level I
- Microsoft Office
- Bloomberg
Benefits
Career Advancement
- Internal mobility
Learning & Development
- Individual upskilling programs
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Lombard Odier and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
Lombard Odier
Industry
FinancialServices
Description
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Not a perfect match?
- Julius Baer
University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Investment Engineer(m/w/x)
Full-timeOn-siteJuniorZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Investment Advisor(m/w/x)
Full-timeOn-siteExperiencedZürich