Senior Multi Asset Portfolio Manager/in with a focus on equities (100%)

Lienhardt & Partner Privatbank Zürich AG has existed since 1868 as an independent and autonomous bank in a central location at Bellevue. We serve both demanding Swiss private clients and institutional investors in the areas of Private Banking, Real Estate, and Pension.

To complement our small and dynamic Investment Office team, we are looking for a committed personality as

Senior Multi Asset Portfolio Manager/in with a focus on equities (100%)

In this key role, you will take responsibility for strategically significant and very large BVG client mandates.

Main tasks and area of responsibility

• Management of Multi Asset special mandates including performance responsibility
• Responsibility for the selection of individual equities as PM in global Multi Asset mandates with a focus on Switzerland and USA
• Management (including trading) of BVV 2 mandates (pension funds and foundation special mandates)
• Management of special mandates booked outside of the bank
• Creation of performance reports including their presentation and discussion with the client
• Support of demanding asset management clients
• Co-responsibility for the selection list of Swiss equities
• Writing of print-ready market reports
• Management and monitoring of portfolios in Bloomberg PORT as well as conducting Pre Trade Checks (Excel)
• Representation of the Investment Office internally and externally

Your professional profile

• Completed University/FH studies or banking apprenticeship with additional training (AZEK or CFA)
• At least 15 years of professional experience in a comparable position. Ideally, you are in the middle of your professional life.
• Experienced Portfolio Manager with profound knowledge of the financial markets, who enjoys taking performance responsibility for the special mandates assigned to them
• Sound know-how in managing vested benefits mandates with individual securities
• High self-motivation as well as great interest in the development of the financial markets
• High level of commitment and a responsible way of working
• Technical flair and high IT affinity in dealing with external systems
• Very good German skills

Will you take on the challenge?

This varied and interesting activity in a manageable environment will also inspire you. We offer a performance-oriented environment with an open corporate culture that values and rewards the contribution of each individual.

Have we aroused your interest? Dr. Andreas Bickel, Head of Investment Office, looks forward to your application dossier via e-mail. Inquiries from recruitment agencies will not be considered.

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