Senior Multi Asset Portfolio Manager with Focus on Equities (100%)

About the job

Lienhardt & Partner Privatbank Zürich AG has existed since 1868 as an independent and autonomous bank
in a central location near Bellevue. We serve both discerning Swiss private clients and institutional investors in the areas of private banking, real estate, and pensions.

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

Senior Multi Asset Portfolio Manager with Focus on Equities (100%)

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

Main tasks and areas 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 the USA
• Management (including trading) of BVV 2 mandates (pension fund and foundation special mandates)
• Managing special mandates booked outside the bank
• Preparation of performance reports including their presentation and discussion with the client
• Support of demanding asset management clients
• Co-responsibility for the Swiss equities selection list
• Writing 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 degree 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 career.
• Experienced portfolio manager with profound knowledge of financial markets, who gladly takes performance responsibility for the assigned special mandates
• Solid know-how in managing vested benefits mandates with individual securities
• High self-motivation and great interest in the development of financial markets
• High commitment and responsible working style
• Technical flair and strong IT affinity in dealing with external systems
• Very good knowledge of German

Will you take on the challenge?

This varied and interesting role 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 piqued your interest? Dr Andreas Bickel, Head of Investment Office, looks forward to receiving your application dossier by e-mail. Inquiries from recruitment agencies will not be considered.