Julius Baer
University Graduate – Investment Engineer(m/w/x)
Full-timeOn-siteJunior
Zürich
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JUJulius Baer
University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Career Advancement
- Tailored career path
- Strong network
Informal Culture
- Global perspective
- International experience
- Diverse teams
Mentorship & Coaching
- Community and mentorship
- Industry leader mentorship
Purpose-Driven Work
- Impactful work
Workation & Sabbatical
- International assignment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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.
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JUJulius Baer
University Graduate – Multi-Asset Portfolio Manager(m/w/x)
Zürich
Full-timeOn-siteJunior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Benefits
Career Advancement
- Tailored career path
- Strong network
Informal Culture
- Global perspective
- International experience
- Diverse teams
Mentorship & Coaching
- Community and mentorship
- Industry leader mentorship
Purpose-Driven Work
- Impactful work
Workation & Sabbatical
- International assignment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer 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
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
- Julius Baer
University Graduate – Investment Engineer(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Fixed Income Portfolio Management in CIO Office(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Strategic Project Management(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Fixed Income Portfolio Management in CIO Office(m/w/x)
Full-timeOn-siteJuniorZürich - Julius Baer
University Graduate – Investment Advisory 100%(m/w/x)
Full-timeOn-siteJuniorZürich