Chief Investment Officer Multi Family Office Zurich

+1
+3
Winterthur, Zürich, Switzerland

+1
+3
Winterthur, Zürich, Switzerland

Über

Responsibilities

Act as the primary contact for client investment advisory services by guiding Client Relationship Managers and engaging directly with clients to discuss portfolios, market insights, and investment ideas

Conduct comprehensive global financial market research and analysis to optimize asset allocation strategies, enhancing portfolio performance in line with defined risk and return objectives

Lead the development and execution of the firm's strategic investment vision across public markets, focusing on equities, fixed income, commodities and currencies

Oversee compliance with regulatory standards, internal policies, and risk management protocols in managing public market investments

Manage and mentor a team of portfolio managers and analysts, fostering a culture of high performance and continuous development

Deliver regular performance reports and market insights to executive leadership and the board, supporting informed decision-making

Maintain and enhance the single stock and bond recommendation process, including idea generation and portfolio adjustments, while conducting thorough manager and fund analysis with ESG considerations

Collaborate closely with internal departments and participate in client-facing events and media engagements to promote the firm's expertise and support business growth

Qualifications

Exhibits reliability and meticulousness, complemented by strong communication and presentation abilities

Engages confidently with internal and external stakeholders, representing the team with professionalism and clarity

Navigates volatile market conditions with confidence, effectively addressing concerns of client relationship managers and clients

Thrives in a small, dynamic team environment by demonstrating a collaborative and proactive mindset

Excels in detailed analysis, selection, and ongoing monitoring of individual stocks and bonds

Applies expertise in risk management, compliance, and regulatory frameworks relevant to public market investments

Utilizes both quantitative and qualitative research methods to make well-informed, data-driven investment decisions

Demonstrates advanced skills in financial analysis, modeling, and portfolio management

Possesses deep knowledge of macro- and microeconomic principles, global financial markets, and investment products

Translates macroeconomic insights into actionable investment strategies with precision

Masters Degree in Banking, Finance etc. plus advanced education CFA, CIIA etc.

Wünschenswerte Fähigkeiten

Financial Analysis
Qualitative Research
Risk Management

Winterthur, Zürich, Switzerland

Berufserfahrung

Banking

Sprachkenntnisse

English

Hinweis für Nutzer

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