Portfolio Manager - Lugano, Schweiz - Valeur

Valeur

Geprüftes Unternehmen

Lugano, Schweiz

vor 1 Woche

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Group Overview

Valeur Group is an independent group with significant and extensive experience in asset management, investment advisory, trading, research, and real estate services.

Valeur Group comprises six companies, all working in synergy with the objective of delivering excellence in all our services, in order to exceed our Clients' needs and expectations.

Our mission is to provide a safe and solid financial harbour for Clients, and generate returns using the assets we consider essential: excellence, proactivity and efficiency.

We work with institutional Clients to clearly identify their needs and deliver customized investment strategies and value-added solutions. We develop a broad array of investment services that span geographies, asset classes, styles and objectives.

Our teams are involved throughout the entire investment process, from analysing markets and exploiting the best opportunities, to building the most efficient and balanced portfolios while maintaining a rigorous risk management process.

Position Overview

Portfolio Manager Responsibilities:

Construction and Management of clients' investment portfolios.
Supporting relationship managers with new and existing clients, including informing clients of market conditions, updating them on investment research and economic trends.
Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investors' investment restriction.
Prospecting for new clients.
Execution of transactions for managed clients and implementation of the committee views

Portfolio Manager Requirements:

Previous Experience as PM or similar role in other organizations with knowledge of the most relevant asset classes
Finance/Economics degree (CFA or similar certification would be a plus)
Detailed understanding of capital markets
Exceptional analytical skills
Proficient in Microsoft Office and Bloomberg
Excellent written and verbal communication skills
Fluent in English

Schedule: