Wird geladen...

Portfolio Management Support 60-100% – Balzers | JobRevolt

Über den Job

ARAM is an FMA-registered independent asset manager established in 2013, headquartered in Liechtenstein and part of the Monterosa Group (founded 1996, global offices in Balzers, Dubai, Port Louis, Singapore, Zurich). You will support portfolio management, investment governance, and operations as a Portfolio Operations Manager. The role starts in Balzers, Liechtenstein and relocates to Zurich, Switzerland upon FINMA license approval.

Aufgaben

Portfolio Management: Independently implement investment decisions across client portfolios including portfolio management, cash management, and execution; maintain model portfolios, monitor and execute FX Hedging, prepare investment proposals for clients
Investment Governance: Support investment process and committee meetings, prepare performance and peer-group reviews, prepare internal and external presentation material related to investment decisions
Investment Compliance: Monitor investment and portfolio compliance for all client mandates and funds, manage post-investment compliance and best execution controls
Operations: Calculate management fees and supervise invoicing, distribute client reporting, maintain Fund Database and PMS systems, supervise portfolio reconciliation
Marketing: Support creation and maintenance of marketing material, product factsheets and client presentations
Projects: Support development of service and product offerings
Research Support: Support Senior Portfolio Managers with investment research and product selection

Profil

2–5 years relevant work experience in portfolio operations, implementation team, or middle office within asset management firm or bank
Experience in regulated investment funds environment (strong plus)
Bachelor's or Master's degree in Banking, Finance, Economics, Business Administration, or related field
Proficiency in Portfolio Management Systems (PMS) and order management workflows
Advanced MS Office skills, particularly Excel (VBA, SQL, or power querying skills are strong assets)
Conceptual and analytical skills
Detail oriented, structured, independent, well-organized working style
Ability to prioritize and perform reliably under tight market deadlines
Team player with excellent communication skills
Fluent in English (oral and written, is a plus)

Rahmenbedingungen

Pensum: 60–100%
Location: Balzers, Liechtenstein (initial); Zurich, Switzerland (upon FINMA approval)
Start: Upon FINMA license receipt
Application: Submit full application in English to Monterosa Services AG, Gutenbergstrasse 6, 8002 Zürich

Benefits

Diversity, creativity, empowerment, equal opportunities
Small, highly qualified teams with short decision-making processes
Flexibility and professional development support
Open-minded, multi-cultural environment with 17+ nationalities

Portfolio Management Support 60-100%

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Skills

Weitere offene Stellen