Junior Co-Manager Equity Special Value 100% (f/m/d) New

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’s shape the future of wealth management together.

Responsible for managing and monitoring investment portfolios, developing and implementing investment strategies, working closely with clients and stakeholders to achieve investment objectives, providing expert advice on investment matters and ensuring compliance with regulations and firm policies.

YOUR CHALLENGE

• Analyzing and monitoring existing holdings and potential buy candidates
• Managing exclusive Special Value mandates and the Equity Special Value fund, including currency and cash management
• Regularly reviewing and analyzing portfolio performance, and preparing detailed reports for clients and internal stakeholders
• Collaborating closely with other departments, such as Risk Management, Trading, and Client Service, to ensure seamless execution

YOUR PROFILE

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
• Ability to work effectively in a fast-paced environment, prioritizing multiple tasks and meeting deadlines
• Self-motivated and proactive, with a passion for financial markets and investments
• Flexible and adaptable, with excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
• Strong sense of accountability, reliability, and team attitude
• Strong knowledge of financial markets, instruments, and regulations
• Proven track record of achieving investment objectives and managing risk
• Experience in financial software and systems (e.g. Bloomberg)
• Experience in investment management, portfolio management, or a related field
• Relevant professional certifications, such as CFA or CAIA, are advantageous

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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