Junior Portfolio Engineer, 100% (f/m/d)

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 120.000 - 160.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks a quantitative professional to deliver strategic asset allocation optimizations for large bespoke UHNW mandates. You will support relationship managers with quantitative analysis and participate in client meetings when requested.

You will maintain and automate our proprietary data series database and related tools, providing high-quality support to the Investment Committee. A Master’s or PhD in a quantitative field and 2+ years of experience are required.

Qualifikationen

• Master’s or PhD in a quantitative field (math, engineering, finance).
• At least 2 years of relevant work experience.
• Hands-on portfolio optimization experience is a plus.
• Strong IT skills including programming and data analysis.
• Working knowledge of MATLAB and MS Access required.
• Proficient in English and German or French (both spoken and written).

Aufgaben

• Deliver strategic asset allocation optimizations for UHNW portfolios.
• Automate and improve proprietary data series and related tools.
• Provide high-quality quantitative support for Investment Committee.
• Assist portfolio managers and relationship managers with analysis.

Kenntnisse

Portfolio optimization

Programming

Data analysis

MATLAB

Databases

English

German or French

Ausbildung

Master's or PhD in quantitative field

Tools

MS Access

Jobbeschreibung

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Investment Risk & Portfolio Engineering team is part of the CIO Office which is responsible for managing all discretionary mandates of Julius Baer. We are responsible for maintaining the asset allocations for all multi asset class mandates. We design and update the strategic and tactical asset allocations for these mandates, provide quantitative analysis to the Investment Committee and run ex-ante risk and liquidity reports. We also manage the market and liquidity risk of our discretionary mandates and all our funds, equity, fixed income and multi-asset. Support of portfolio managers for portfolio construction and relationship managers with optimizations and analysis for bespoke mandates for ultra-high-net-worth (UHNW) clients is also part of our role. We build, maintain and improve our proprietary tools deployed for our daily job.

YOUR CHALLENGE

Deliver strategic asset allocation optimizations and quantitative analysis for large bespoke mandates to relationship managers for UHNW portfolios and participate in client meetings upon request. Maintain, further automate and constantly improve our proprietary financial data series database as well as related tools and processes. Provide high-quality and timely quantitative support for our Investment Committee.

YOUR PROFILE

• A Master’s degree or PhD in a quantitative subject (e.g. math, engineering, finance)
• At least 2 years of relevant work experience
• Hands-on experience of portfolio optimization is a plus
• Strong IT skills, including programming and data analysis experience.
• Working knowledge of MATLAB (or similar programming language) and databases, such as MS ACCESS is required
• Proficiency in English, as well as German or French (both spoken and written)
• Comfortable presenting results to groups of portfolio managers and senior management
• Highly motivated, reliable and well-organized team player

Further interesting job opportunities can be found on our Career site.

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.