Strategic Portfolio Operations Lead

Anarosa Asset Management AG; Zürich; Hybrid; CHF 120,000 - 170,000; Full time

Job summary

Anarosa Asset Management Ltd. is seeking a motivated professional to join our asset management operations. The role covers portfolio management, governance, compliance, operations and client reporting across multiple funds and mandates.

The position starts in Balzers, Liechtenstein, with transfer to Zurich, Switzerland after FINMA licensing, offering long-term career growth in a dynamic, international team with a focus on disciplined investment processes.

Qualifications

• 2–5 years of relevant work experience in a portfolio operations/implementation team or middle office within an asset management firm or bank.

Responsibilities

• Portfolio management, cash management, and execution aligned with investment strategy.
• Support investment governance through committee meetings and reporting.
• Monitor investment and portfolio compliance; manage post-investment controls.
• Calculate management fees, invoicing, client reporting, and data maintenance.
• Assist with marketing material, product factsheets, and client presentations.
• Support ongoing projects to enhance service and product offering.
• Assist Senior Portfolio Managers with investment research and product selection.

Skills

Portfolio operations experience

MS Office Excel (VBA/SQL)

English fluency

German language skills

Education

Bachelor’s/Master’s degree in Banking, Finance, Economics, Business Admin, or related

Tools

Portfolio Management Systems (PMS)

SQL

Excel

Job description

Anarosa Asset Management Ltd. is seeking a motivated professional to join our asset management operations. The role covers portfolio management, governance, compliance, operations and client reporting across multiple funds and mandates.

The position starts in Balzers, Liechtenstein, with transfer to Zurich, Switzerland after FINMA licensing, offering long-term career growth in a dynamic, international team with a focus on disciplined investment processes.