Vontobel Asset Management
Client Portfolio Manager - Equities(m/w/x)
Full-timeOn-siteSenior
Zürich
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VOVontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Creation of equity investment messaging and pitch documentation for global client segments at investment firm with 2,000+ employees. 5-10 years of professional investment-side experience required. International team collaboration, agile work environment.
Requirements
- Passion for fundamental equity investing
- Profound technical knowledge of equity investing
- 5-10 years investment side experience
- Excellent communication and presentation abilities
- Ability to thrive in dynamic environments
- German or English native or fluent
- Skills in creating impactful presentations
- Strong data aggregation and analysis skills
Tasks
- Deliver investment messaging to clients
- Represent investment teams in meetings with prospects and consultants
- Support portfolio managers across global client segments
- Develop and maintain standard marketing and pitch documents
- Ensure marketing materials follow compliance guidelines
- Prepare monthly and quarterly reports for funds and mandates
- Collaborate on report development and automation
- Respond to ad hoc questions from clients and prospects
- Communicate investment approach, philosophy, and portfolio positioning
- Partner with client teams during advanced sales stages
- Proactively support client retention efforts
- Ensure best-in-class standards for client engagement follow-up
- Originate and approve investment content and marketing messages
- Maintain in-depth investment knowledge by attending meetings
- Review research reports and utilize information services
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Python
Benefits
Informal Culture
- Experienced and diverse team
- International environment
- Flat hierarchy
- Collaborative spirit
Startup Environment
- Agile work environment
Learning & Development
- Opportunities to learn and thrive
Other Benefits
- Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Asset Management AG 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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VOVontobel Asset Management AG
Client Portfolio Manager - Equities(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
Creation of equity investment messaging and pitch documentation for global client segments at investment firm with 2,000+ employees. 5-10 years of professional investment-side experience required. International team collaboration, agile work environment.
Requirements
- Passion for fundamental equity investing
- Profound technical knowledge of equity investing
- 5-10 years investment side experience
- Excellent communication and presentation abilities
- Ability to thrive in dynamic environments
- German or English native or fluent
- Skills in creating impactful presentations
- Strong data aggregation and analysis skills
Tasks
- Deliver investment messaging to clients
- Represent investment teams in meetings with prospects and consultants
- Support portfolio managers across global client segments
- Develop and maintain standard marketing and pitch documents
- Ensure marketing materials follow compliance guidelines
- Prepare monthly and quarterly reports for funds and mandates
- Collaborate on report development and automation
- Respond to ad hoc questions from clients and prospects
- Communicate investment approach, philosophy, and portfolio positioning
- Partner with client teams during advanced sales stages
- Proactively support client retention efforts
- Ensure best-in-class standards for client engagement follow-up
- Originate and approve investment content and marketing messages
- Maintain in-depth investment knowledge by attending meetings
- Review research reports and utilize information services
Work Experience
- 5 - 10 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- German – Native
- English – Native
Tools & Technologies
- Python
Benefits
Informal Culture
- Experienced and diverse team
- International environment
- Flat hierarchy
- Collaborative spirit
Startup Environment
- Agile work environment
Learning & Development
- Opportunities to learn and thrive
Other Benefits
- Equal opportunity workplace
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Vontobel Asset Management AG 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
Vontobel Asset Management AG
Industry
FinancialServices
Description
Vontobel is a global investment firm headquartered in Zurich, focused on building better futures for clients and society. It aims to be a leading and trusted firm by 2030.
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