At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let\xe2\x80\x99s shape the future of wealth management together.
Provide a high level of support to a team of Senior Portfolio Managers (\xe2\x80\x9cPMs\xe2\x80\x9d) in their day-to-day management of the Discretionary Portfolio Management (\xe2\x80\x9cDPM\xe2\x80\x9d) mandates offered by Bank Julius Baer (the \xe2\x80\x9cBank\xe2\x80\x9d) to its high net worth individuals.
The main responsibilities of this role include supporting the senior members of the PM team to update and rebalance the model portfolio as needed, cash management, create the securities and FX orders entries using the Bank\xe2\x80\x99s order management system and investment monitoring as First Line of Defence (1LOD) to ensure Client portfolios\xe2\x80\x99 adherence with the product-specific guidelines and Bank\xe2\x80\x99s inhouse policies.
YOUR CHALLENGE
GENERAL DESCRIPTION
The Portfolio Analyst is expected to provide a high level of support to a team of Senior Portfolio Managers (\xe2\x80\x9cPMs\xe2\x80\x9d) in their day-to-day management of the Discretionary Portfolio Management (\xe2\x80\x9cDPM\xe2\x80\x9d) mandates offered by Bank Julius Baer (the \xe2\x80\x9cBank\xe2\x80\x9d) to its high net worth individuals.
He/she should be familiar with Asia Fixed Income mandates. The main responsibilities of this role include supporting the senior members of the PM team to update and rebalance the model portfolio as needed, cash management, create the securities and FX orders entries using the Bank\xe2\x80\x99s order management system and investment monitoring as First Line of Defence (1LOD) to ensure Client portfolios\xe2\x80\x99 adherence with the product-specific guidelines and Bank\xe2\x80\x99s inhouse policies.
The candidate is also expected to be involved in proposal generation, preparation of meeting materials, research reports generation, response to ad-hoc request from the Relationship Managers (\xe2\x80\x9cRMs\xe2\x80\x9d) and general administrative support to the PMs.
He/she should have strong analytical and problem solving skills and will be able to work independently with minimal supervision.
KEY FEATURES OF THE POSITION
Client Management (internal & external)
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