For our client, an established Wealth Management company based in Zurich, we are looking for a motivated and analytically minded Junior Portfolio Manager to support the investment team for an initial period of three months.
In this role, you will contribute to the ongoing monitoring and management of client portfolios, assist with investment analysis and support various portfolio-related activities. This is an excellent opportunity for a finance professional with a strong interest in financial markets and investment management to gain practical experience in a wealth management environment.
Key Responsibilities
- Support the ongoing monitoring and management of client investment portfolios.
- Assist with investment analysis, market research and the preparation of investment recommendations.
- Monitor financial markets, asset classes and relevant economic developments.
- Support portfolio reviews and analyse investment performance, asset allocation and portfolio positions.
- Prepare investment reports, presentations and other portfolio-related documentation.
- Assist with portfolio rebalancing and the implementation of investment decisions.
- Conduct research on securities, funds and other investment instruments.
- Support the preparation of client meetings and investment-related materials.
- Maintain accurate portfolio data and ensure the quality and consistency of investment information.
- Work closely with portfolio managers and other internal stakeholders on day-to-day investment activities.
- University degree in Finance, Economics, Business Administration or a related field.
- Initial professional experience in portfolio management, investment analysis, wealth management or a comparable financial services environment.
- Strong interest in financial markets, investment strategies and portfolio construction.
- Basic understanding of asset allocation, investment products and portfolio performance analysis.
- Strong analytical and numerical skills, combined with a structured and detail-oriented approach.
- Good knowledge of MS Office, particularly Excel; experience with portfolio management or financial market data systems is an advantage.
- Ability to work independently, take initiative and manage priorities in a dynamic environment.
- Strong communication skills and a collaborative mindset.
- Excellent German and English language skills
- Hands-on experience within an established wealth management environment.
- Direct exposure to portfolio management and investment-related activities.
- Close collaboration with experienced investment professionals.
- A varied assignment covering portfolio monitoring, investment analysis and client portfolio management.
- A three-month temporary assignment based in Zurich, with an anticipated workload of 100%.
- Start date: immediately or by agreement.
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