Junior Portfolio Analyst, 80-100%

Professional experience university graduate

Work location Zug

Workload 80-100%

Start date by arrangement

Department Asset Management / Portfolio Management

Employment type Permanent employment

Junior Portfolio Analyst, 80-100% #

With the VZ formula for successful investing, we ensure that our customers can go into retirement better prepared. Our securities account analyses make an important contribution to this. For over 15 years, we have been analyzing customer portfolios and have already evaluated more than 50,000 accounts. The insights gained from this form the basis for various studies, sometimes in cooperation with universities. To strengthen our securities account analysis team in Zug, we are looking for a motivated personality to continue writing the success story domestically and abroad together with us.

What awaits you with us ##

• Creation of securities account analyses: You analyze securities accounts according to various criteria and prepare documentation for our advisors in Switzerland, Germany and UK.
• Further development: You assist in the content-related and process-related further development of our securities account checks, including automation (e.g. using artificial intelligence).
• Expert knowledge: You develop into an investment expert and know the investment solutions of our competitors.
• Internal contact point: You support our advisors with your expert knowledge and stand by them competently.
• Editorial content: You analyze and process securities account check data into studies and knowledge articles.

What you bring with you ##

• Qualifications: You have a (technical) university degree or are about to graduate and bring initial practical experience in the financial sector. As a contact person for our Italian-speaking advisors, very good Italian skills are mandatory, French skills are an advantage.
• Customer orientation: You want to offer our internal and external customers the best possible service.
• Enthusiasm and motivation: You are enthusiastic about investment topics (e.g. ESG) as well as investment products (e.g. investment funds) and know their practical application at different banks.
• Motivation: You want to continuously develop yourself in different areas and contribute to constantly improving the securities account check with your knowledge.
• Sense of responsibility: You do not manage problems, but rather seek solutions and proactively contribute with your own ideas.
• Team spirit: You are a team player and are characterized by a reliable way of working; even in hectic times.

What we offer you ##

• Meaningfulness: The chance to undertake an exciting and versatile activity with direct customer benefit in the Asset Management of a successful and strongly growing company.
• Lifelong learning: An environment that supports and promotes your continuous further training and development and offers you the opportunity to take on responsibility quickly. At VZ, many doors are open to you and you shape your way together with us.
• Digitalization: Asset Management in one of the most digital banks in Switzerland, which knows how to use the advantages of new technologies.
• Agility: A company that relies on agile working principles such as OKR and Lean Management.
• Corporate culture: An innovative, dynamic and collegial environment as well as a corporate culture that we are proud of.

Growth New projects and markets offer space for your own ideas and growth

Benefits We invest in you. You can find all benefits here

Collaboration We work in a networked way, across locations and at eye level

Would you like to know more about us?

Your work location ###

Your contact person ###

Chantal Malcolm
Recruiting Manager

+41 44 207 27 27

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum
Gotthardstrasse 6, 8002 Zürich

VZ VermögensZentrum (Headquarters)
Recruiting
Maximiliansplatz 12, 80333 München
www.vermoegenszentrum.de

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