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Junior Portfolio Manager - Global DPM Operations (Ref. 1683)

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Bank J. Safra Sarasin AG
Junior Portfolio Manager - Global DPM Operations (Ref. 1683)
Junior Portfolio Manager - Global DPM Operations (Ref. 1683)
Bank J. Safra Sarasin Ltd is a leading sustainable private bank, offering all the advantages of the Swiss banking environment together with dynamic and personalised advisory services focusing on opportunities in international financial markets. The Bank provides a high level of services and expertise when acting as investment advisor and asset manager for private and institutional clients. Financial strength, excellent client services and outstanding quality are therefore key elements of its corporate philosophy.
J. Safra Sarasin's most valuable capital is its employees. They are essential to the success of the organisation, now and in the future. Their technical expertise, professional qualifications and social skills are highly valued by the Group's clients, management and business partners. The success of J. Safra Sarasin depends on the enthusiasm and commitment of every one of its employees worldwide.
Asset Management & Institutional Clients
Junior Portfolio Manager - Global DPM Operations (Ref. 1683)
Basel, CH
Function/Position objectives
In this position you are part of the Global DPM Operations team, which mainly focuses on the operational excellence as well as on centralized tasks for our sustainable discretionary private banking mandates in terms of portfolio implementation, trading and maintenance. Furthermore, the team is responsible for the daily flow hedging of selected JSS funds and the continuous development of its platform.
  • Responsible for the operational implementation of our sustainable discretionary private banking mandates worldwide
  • Create and maintain building blocks and model portfolios which are required for all mandates including premium offerings
  • Improve PM processes and contribute to Avaloq improvements and system-testings
  • Contribute to international roll-out, centralization of tasks incl. future onboarding of new businesses
  • Engage in share class hedging for investment funds in terms of daily flow management
  • Support Head DPM Operations and fund managers/team leaders in their management role
  • Bachelor degree (FH/Uni) or comparable education, e.g. apprenticeship with further qualifications
  • Experience in the banking industry, preferably in investment management related to trading and/or settlement or in a similar position
  • Interest in portfolio construction, familiar with various asset classes and keen to learn more in financial markets
  • Profound IT-affinity, in particular MS Excel and Avaloq PFM module; basic knowledge in VBA and Bloomberg is a plus
  • Excellent verbal and written skills in German and English. French is an asset
  • Work very exactly, efficiently and independently
  • Solution-oriented team player with a flair for projects and enjoyment of administrative tasks


Elisabethenstrasse 62 Postfach 4002 Basel, Switzerland

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