Junior Portfolio Manager

Bureau
Geneva
Date d'entràe
03.03.2025
Type de contrat
Temporary

Description

DPM Geneva.


Mission

12-month mission to support Discretionary Senior Portfolio Managers in their day-to-day portfolio management activites, following a significant increase in the number of mandates (inherited from decentralised DPM) and several departures in the GVA team


Main responsibilities

o      Focus on Multi Asset Dedicated discretionary mandates

o      Prepare portfolio management reports and presentation to clients

o      Day-to-day portfolio management activities

o      Flawless implementation of tactical asset allocation changes and decisions taken by the Global Investment Committee within the given time frames

o      Ensure cash management for bespoke portfolios on a daily basis in a timely manner

o      Ensure that client documentation is complete and investment objectives are clear

o      Follow and/or maintain operating procedures which include relevant controls to meet UBP and local policy requirements


Personal skills

- Independence: be capable to work autonomously while reporting to the direct supervisor - Organized, rigorous, precise working style with a persevering approach, and capable to meet expectations and deadlines - Strong work ethic: show high levels of initiative, innovation, determination and integrity; work well in an entrepreneurial business culture - Able to demonstrate a genuine result for delivering top quality results and customer care


Education

  • Education: Master Degree
  • IT Tools: Windows including VBA, Bloomberg

Experience

  • Years of experience: 0-3 : beginner
  • Experience in private banking: Mandatory

Language

  • English: Fluent

OTHER

  • Swiss resident: Mandatory

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