Portfolio Management Support 60-100%

Monterosa Services AG; Schweiz; On-site; CHF 110,000 - 165,000; Part time

Benefits offered by this job

Diversity & equal opportunities

Small teams

Professional development

Multicultural environment

Job summary

Anarosa Asset Management Ltd is seeking a Portfolio Operations Manager (60-100%) to join our team. The role starts in Balzers (Liechtenstein) and, after FINMA license approval, will move to Zurich (Switzerland) for long-term operations.

You will support portfolio management, governance, compliance, and reporting across client mandates. 2–5 years of experience, a relevant degree, and strong MS Office/portfolio systems skills are required.

Qualifications

• 2–5 years of relevant work experience in portfolio operations or middle office within asset management or banking.
• Bachelor’s or Master’s degree in Banking, Finance, Economics, Business Administration, or related field.

Responsibilities

• Portfolio Management: implement investment decisions, maintain model portfolios, monitor FX hedging, prepare client proposals.
• Investment Governance: support investment process, committee meetings, prepare performance reviews and materials.
• Investment Compliance: monitor investment and portfolio compliance, post-investment controls.
• Operations: calculate fees, generate client reporting, maintain Fund Database, supervise reconciliation.
• Marketing: assist in creating marketing materials and client presentations.
• Projects: support development of service and product offerings.
• Research Support: assist Senior Portfolio Managers with research and product selection.

Skills

Portfolio Management

Order management

Excel (VBA)

SQL

Communication

Education

Bachelor/Master in Banking, Finance, Economics, or related

Tools

PMS

OMS

Job description

Portfolio Management Support 60-100%

Anarosa Asset Management Ltd (“ARAM”) is an FMA-registered independent asset manager established in 2013 and headquartered in Liechtenstein. We offer solutions that extend beyond traditional wealth management, with an emphasis on emerging markets, especially in Southeast . Our expertise and our global investment team — including dedicated local resources in —means we are uniquely positioned in servicing our client’s objectives.

ARAM is part of the Monterosa Group, an independent financial services group with a global footprint in Balzers (Liechtenstein), Dubai, , Port (Mauritius), Singapore and Zurich. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets.

We are looking for a highly motivated candidate (2-5 years relevant work experience) as

Portfolio Operations Manager (60-100%)

The role is initially be based in Balzers (Liechtenstein). Upon receipt of the required license by FINMA, the employment will be transferred to Zurich (Switzerland), where the position continues on a long-term basis.

Your main focus areas and activities

• Portfolio Management: Independently implement investment decisions across all client portfolios incl. portfolio management, cash management, and execution to algin portfolios with its strategy. Maintain our model portfolios, monitor and execute FX Hedging; and prepare investment proposals for clients.

• Investment Governance: Support the investment process and investment committee meetings to maintain good governance of investment decisions, prepare performance and peer-group reviews, and prepare internal & external presentation material in relation to investment decisions.

• Investment Compliance: Ongoing monitoring of investment- & portfolio compliance for all client mandates & funds, manage our post-investment compliance and best execution controls.

• Operations: Calculate management fees and supervise invoicing, distribute regular client reporting, maintain our Fund Database, maintain good quality of systems (PMS) & data; and supervise portfolio reconciliation.

• Marketing: Support the team in the creation and/or maintenance of marketing material, product factsheets and presentations for clients.

• Projects: Support ongoing project in the development of our service and product offering.

• Research Support: Support Senior Portfolio Managers with investment research and product selection.

Your skills & qualifications

• 2–5 years of relevant work experience in a portfolio operations/implementation team or middle office within an asset management firm or bank. Experience within the regulated investment funds environment is a strong plus.

• Bachelor’s or Master’s degree in Banking, Finance, Economics, Business Administration, or a related field.

• Proficiency in Portfolio Management Systems (PMS) and order management workflows.

• Advanced command of MS Office, particularly Excel (VBA, SQL, or power querying skills are a strong asset).

• conceptual and analytical skills.

• Detail oriented, structured, independent and well-organized working style.

• Ability to prioritize tasks and perform reliably under tight market deadlines.

• Team player with excellent communication skillsFluent in English (oral and written), is a plus.

What we offer

• We believe in diversity, creativity, empowerment and equal opportunities.

• We work in small, highly qualified teams with short decision-making processes and flexibility.

• We empower our people and support them in their professional development.

• We work in an open-minded, multi-cultural environment with a focus on (especially ).

Monterosa Group believes in diversity, creativity, empowerment and equal opportunities. The Group’s close-knit team of professionals represents more than 17 nationalities at its offices worldwide.