Strategic Portfolio Operations Manager

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

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.