Equity Advisor / Portfolio Manager Equity Advisor / Portfolio Manager …

Brodard Executive Search
in Zurich, Switzerland
Permanent, Full time
Last application, 05 Dec 21
Brodard Executive Search
in Zurich, Switzerland
Permanent, Full time
Last application, 05 Dec 21
For our client, a small sized International Bank, we are currently seeking an Equity Advisor / Portfolio Manager in Zurich.

The role holder will report directly to the Chief Investment Officer (CIO) and will play a key role in the banks' Global Portfolio Management Unit.

Your responsibilities

• Portfolio management:  leading role in the management of client and proprietary portfolios (multi-asset strategies in USD and GBP), with this role focusing largely on equity and equity-related allocation.
• Develop tailor-made solutions including in a multi-asset context; enhance portfolio risk management processes and tools as well as performance reporting and attribution.
• Advisory: Develop and maintain advisory process for equity and equity-linked investment products, including preparation of relevant documentation.
• Maintain close collaboration with Relationship Managers to support sales activities and develop client tailored solutions.
• Client contact: Presentation for and to clients, such as portfolio reviews, investment advice and performance analysis.
• Research: Contribution to investment process (views on asset class and investment ideas) as well search and selection of investment products in-line with client need and regulatory compliance.
• Task allocation: 50% advisory and client contact, 50% research and portfolio management.

Your profile

• University degree (Economics, BA or Finance) or equivalent.
• CFA or CAIA.
• At least 7-10 years of experience in advisory and/or portfolio management.
• Strong analytical ability and great communication skills.
• Proven capacity in managing investments with a focus on equity asset class.
• Strong organizational skills and capacity to generate new business.
• High sense of responsibility, trust and integrity.
• Excellent interpersonal skills and team player.
• English mother tongue or proven experience of long-term work experience in English speaking environment (other languages an advantage).

Only short-listed candidates will be contacted, many thanks for your understanding.

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