Assistant Asset Management

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kessler.vogler gmbh

Beschreibung:	Assistant Asset Management
Stadt:	Winterthur, Schweiz
Firma:	kessler.vogler gmbh - Firma bewerten
Datum:	2025-01-15
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

BEWERBEN

Tasks: Assistant Asset Management

Job profile

Assist in the management and oversight of investment portfolios, ensuring alignment with clients' objectives and risk profiles

Prepare detailed reports, performance analyses, and presentations for internal and client use

Support the research and analysis of financial markets, investment products, and trends to identify opportunities and risks

Collaborate with the asset management team to implement and monitor investment strategies

Manage client documentation, maintain accurate records, and ensure compliance with regulatory standards

Coordinate with internal departments such as compliance, operations, and finance to ensure seamless processes

Act as a point of contact for clients, addressing inquiries and providing excellent service

Qualifications and Requirements

Bachelor's degree in finance, economics, business administration, or a related field

Strong analytical skills and attention to detail

Excellent communication skills in German and English

Proficiency in MS Office Suite, especially Excel and PowerPoint; familiarity with financial software is a plus

Knowledge of financial instruments, markets, and asset management processes

Ability to work both independently and collaboratively in a fast-paced environment

Strong organizational skills with the ability to prioritize and manage multiple tasks efficiently