Junior Portfolio Analyst

About the job

With the VZ formula for successful investing, we ensure that our clients can enter retirement better prepared. Our portfolio analyses make an important contribution to this. For over 15 years, we have been analysing client portfolios and have already evaluated more than 50,000 portfolios. The insights gained form the basis for various studies, partly in collaboration with universities. To strengthen our portfolio analysis team in Zug, we are looking for a motivated individual to continue writing the success story with us both domestically and internationally.

Junior Portfolio Analyst

What to expect with us

• Preparation of portfolio analyses: You analyse securities portfolios according to various criteria and prepare documentation for our advisors in Switzerland, Germany, and the UK.
• Further development: You assist in the content-related and procedural development of our portfolio checks, including automations (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 analyse and process portfolio check data into studies and knowledge articles.

What you bring with you

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

What we offer you

• Meaningfulness: The chance to take on an exciting and varied role with direct customer benefit in asset management of a successful and rapidly growing company.
• Lifelong learning: An environment that supports, promotes, and offers you the opportunity to take on responsibility quickly in your continuous education and development. At VZ, many doors are open to you, and you shape your path together with us.
• Digitalisation: Asset management in one of the most digital banks in Switzerland, which knows how to utilise 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 we are proud of.

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