Junior Portfolio Manager, 100%, Geneva (f/m/d)

Julius Baer; Genf; Vor Ort; CHF 80.000 - 110.000; Vollzeit

Zusammenfassung

Julius Baer in Geneva invites a junior professional to join the CIO office's portfolio management team. You will support senior portfolio managers, help implement investment strategies, and monitor market trends to align with client objectives and risk tolerance.

You will collaborate with Risk, Trading, and Client Service to ensure effective execution, while developing a strong foundation in private banking and investment solutions.

Qualifikationen

• Bachelor / master’s degree in finance, economics, business administration, or related field.
• First experience within an investment team is a strong advantage (internship, GTP, junior role).
• Strong academic knowledge of financial markets and investments solutions.
• Passion for investments and motivation to build a career in portfolio management.
• Strong sense of accountability, driven, proactive, reliable, and team spirit.
• Understanding of private banking and how portfolio management serves client interests.
• Excellent analytical and problem-solving skills with the ability to interpret complex financial data.
• Flexible and adaptable with excellent communication and interpersonal skills.

Aufgaben

• Support and assist senior portfolio managers in their daily activities.
• Implement investment strategies for assigned portfolios, ensuring alignment with clients’ objectives, risk tolerance, and time horizon.
• Monitor and analyze market trends, economic conditions, and performances.
• Work closely with Risk, Trading, and Client Service to ensure seamless execution of investment strategies.

Kenntnisse

Analytical skills

Problem-solving

Communication skills

Team spirit

Adaptability

Investments knowledge

Client-facing mindset

Accountability

Ausbildung

Bachelor or Master in Finance/ Economics/ Business

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.

Within our Chief Investment Officer (CIO) office, our portfolio management teams are responsible for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters, and ensuring compliance with regulations and firm policies.

Within our Geneva-based team, we are looking for a junior professional with a passion for investments and the long-term motivation to build a career in portfolio management.

YOUR CHALLENGE

• Support and assist senior portfolio managers in their daily activities
• Implement investment strategies for assigned portfolios, ensuring alignment with clients' investment objectives, risk tolerance, and time horizon
• Monitor and analyse market trends, economic conditions, and performances
• Work closely with other departments, such as Risk Management, Trading, and Client Service, to ensure seamless execution of investment strategies

YOUR PROFILE

• Bachelor / master’s degree in finance, Economics, Business Administration, or related field
• First experience within an investment team is a strong advantage (internship, GTP, junior role)
• Strong academic knowledge of financial markets and investments solutions
• Passion for investments and genuine motivation to build a career in portfolio management
• Strong sense of accountability, driven, proactive, reliable, and team spirit
• Understanding of the private banking business model and how portfolio management can serve clients’ interest
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
• Flexible and adaptable, with excellent communication and interpersonal skills, with the potential to build strong relationships with clients and colleagues