Portfolio Guardian - Tactical Support AM/IS - 12 mois

Ufficio
Geneva
Data di entrata in servizio
01.04.2025
Tipo di contratto di lavoro
Temporary

Mission

The role involves supporting discretionary portfolio management (DPM) and developing tactical solutions to enhance investment management, while providing support for portfolio management tools and asset management.


Main responsibilities

Portfolio Guardian

  • Covers the DPM perimeter in producing and presenting reports to COO AM/IS.
  • Reports and follows up investment breaches. 

Front Office Tactical Commando

  • Develops tactical solutions for the whole AM/IS floor in Commando mode and in adequation with UBP’s technological framework.
  • Creates Proves-Of-Concepts and coordinates their take-over and implementations by UBP IT stakeholders.
  • Ensures proper documentation and back-up of his developments and tools.
  • Optimizes processes and tactical tools over AM/IS teams.
  • Takes part in technical analyses of business requirements and projects covered in the COO AM/IS team. 

Front Office OMS support

  • Supports AM portfolio managers and IS advisors in their daily usage of the OMS Blackrock Aladdin across all UBP entities.
  • Follows up requests’ resolutions and operational enhancements with Blackrock.
  • Reports incidents and KPIs with Blackrock to COO AM.
  • Develops, and coordinates with stakeholders, new tools related to Aladdin like Excel extracts with ATX.


Personal skills

  • Excellent relational skills.
  • Ability to work under pressure and to manage priorities.
  • Service-oriented and initiatives taker.
  • English fluent.


    Education

    • Education: Master Degree
    • Certification: Master in financial engineering or Financial Markets.

    Experience

    • Years of experience: 3-7 : intermediate
    • Experience required:
    • Ideally 5 years of experience in Front Office AM desk or trading floor.
    • Quantitative background with tool achievements is a plus.
    • Microsoft Office pack .
    • VBA / Python.
    • Excellent knowledge of SQL.
    • Experience with OMS Aladdin and/or PMS AAA is a plus.
    • Experience in private banking: Preferred

    Language

    • French: Fluent
    • English: Fluent

    OTHER

    • Swiss resident: N/A

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