Portfolio Management and Research Professional (100%)

Your main focus areas and activities

• Portfolio Management: Contribute to strategic and tactical asset allocation decisions within multi-asset class portfolios. Assist with research & investment analysis, maintain model portfolios, product development, security and fund selection, prepare trade allocations, and manage trading activities.

Execute and monitor investment guidelines and restrictions, liquidity management and portfolio implementation of investment decisions. Ensure accurate data quality, generate and distribute investment reports, and conduct performance evaluation. Support portfolio onboarding and system maintenance to ensure efficient operations.

• Research: Conduct research on macroeconomic indicators, investment market trends, industry developments, regulatory updates, tax frameworks, and sustainability in investments. Support research in the areas of equity.
• Projects: Support ongoing initiatives to enhance the overall services offering.
• Marketing and Investor Relations Support: Assist the team in creating marketing materials and presentations for clients, enhancing communication and client engagement efforts.

Your skills & qualifications

• Undergraduate or Graduate Degree in Economics, Finance, or Business Administration; prior work experience in portfolio management.
• Strong interest in the Wealth and Asset Management industry. Experience with investment fund structures is an asset.
• Experience as an Analyst in an Asset Management environment is a plus.
• Excellent analytical and conceptual skills, with attention to detail.
• Effective communication and presentation skills; ability to work well in a team environment.
• Proficient in Microsoft Office; knowledge of programming languages (e.g., R, Python) is beneficial.
• Organized and self-driven, with a structured and independent working style.
• Fluent in English (both written and spoken); German language skills are an advantage.

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 Asia (especially India).

If you enjoy working in an exciting and fast-paced environment and have a sound empathy towards the Asian culture, we would like to meet you.

Please submit your full application in English to Ms. Deborah Thoma, Monterosa Services AG, Gutenbergstrasse 6, 8002 Zürich, Write an email.

For further information about the Group visit www.monterosagroup.com