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Portfolio Manager

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Alpen Partners AG

A dynamic and leading independent investment firm is looking for a full-time permanent position within the Portfolio Management team.

Portfolio Manager

Job description:

- Work with other Senior Portfolio Managers as a team

- Contribute to monthly investment committee and its minutes

- Monitor client portfolios

- Respond to specific client demands and investment proposals

- Implement trades based on the in-house asset allocation views

- Verify the execution terms of our clients’ portfolios

- Prepare bespoke documents for clients (including market and performance attribution analysis)

- Write summary of client visits

- Contribute to quarterly investment letter

- Contribute to Chief Compliance Officer duties related to portfolio management


Required Profile:

- Bachelor or equivalent

- Min. 5 years of experience in wealth management

- Solid background in equity and/or fixed income securities with an interest to learn

- Able to work independently by taking initiatives and also being a fair team player

- Enjoy working in a small and demanding environment

- Strong organization skills, multi-tasking capacity and ability to work under pressure

- Highly reliable and accurate with an eye for detail

- Dynamic and flexible

- Excellent presentation

- Efficient and proactive communication and writing skills in both English and German. Any other language will be valued

- High level of confidentiality

- Good command of usual MS Office applications

- Command on Bloomberg tools


We offer:

- Company of 30 employees between Geneva, Zurich and Bäch/Wollerau

- Diversified tasks

- To be part of a growing successful company

- Multinational working environment

- Flexibility

- Your application will be treated with due confidentiality


Start date:

- As soon as possible




Contact person

Mr. Pierre Gabris


Phone 058 105 75 00

Website https://alpenpartners.com

Bäch / Zürich

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