Junior Portfolio Manager Execution

Bank J. Safra Sarasin AG; Basel; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Health insurance

Meal allowance

Insurance coverage

Zusammenfassung

Bank J. Safra Sarasin AG is seeking a junior portfolio manager to support the operational implementation of discretionary private banking mandates worldwide.

You will execute centralized trades for mandates and funds and create building blocks and model portfolios for all mandates, including premium offerings. You will contribute to international roll-out, centralization of tasks, and onboarding of new businesses while supporting team leaders and fund managers in their roles.

Qualifikationen

• University degree in Economics or Business Administration, 1–3 years in financial services or investment management.
• Strong MS Office skills; Avaloq is a plus.
• Analytical and problem solving skills with the ability to set priorities, work under pressure, and work independently.
• Excellent interpersonal skills and ability to work with various stakeholders.
• Fluency in English and German.

Aufgaben

• Oversee the operational implementation of discretionary private banking mandates worldwide.
• Execute centralized trades for mandates and investment funds.
• Create and maintain building blocks and model portfolios for all mandates, including premium offerings.
• Contribute to international roll-out and centralization of tasks including onboarding of new businesses.
• Support team leaders and fund managers in their management roles.

Kenntnisse

Microsoft Office

Avaloq

Analytical skills

Interpersonal skills

English

German

Prioritization

Ausbildung

Economics / Business Administration degree

Tools

Avaloq

Microsoft Excel

Jobbeschreibung

As Junior Portfolio Manager at Bank J. Safra Sarasin you area versatile individual who is seeking to be part of and grow within the operational excellence in Global DPM and provideservice to and connect with various stakeholders worldwide.

Your Responsibilities

• Responsible for the operational implementation of our discretionary private banking mandates worldwide
• Implement and execute centralized trades for mandates and investment funds
• Create and maintain building blocks and model portfolios which are required for all mandates including premium offerings
• Contribute to international roll-out, centralization of tasks incl. future onboarding of new businesses
• Support team leaders and fund managers in their management role

Your Profile

• Higher education (university / FH) in Economics / Business Administration, with at least 1-3 years of experience in financial services or investment management
• Excellent Microsoft Office skills; knowledge in Avaloq is an advantage
• Strong analytical and problem solving skills with the abilityto weigh problems and set priorities. Capable tograsp concepts and understand processes quickly,work under pressure, and workexactly, efficiently and independently
• Excellent interpersonal skills combined with the abilityto work with various stakeholders
• Fluency in English and German
• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering

About us

As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients.Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.

We are successfully operating for more than 180 years across 30 locations worldwide and offer our employees the chance to be a part of our success.Our employees are our most valuable asset, we are proud of our unique culture that fosters entrepreneurship and is fueled by a high team spirit andthe positive attitude of each individual. Join our international team and be part of the next chapter of the J. Safra Sarasin Group.