Portfolio Manager – Multi-Asset Strategies – Multi-Asset Strategies

Job Description

Portfolio Manager – Multi-Asset Strategies 100% (f/m/d) | LGT Private Banking

The Tone:
This is a full-time role at LGT Private Banking, located in Zurich or Vaduz, Switzerland. LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group, fully owned and managed by the Princely House of Liechtenstein for over 100 years. This position is crucial for helping to shape the continued development of LGT’s multi-asset strategies, contributing to its renowned status as a Swiss private bank and excellent employer.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Zurich or Vaduz, Switzerland

• Team: Portfolio Management team
• Mission: To drive the construction, monitoring, and analytical development of multi-asset strategies while applying quantitative methodologies and improving processes.
• Tech Stack: Python, Bloomberg PORT Enterprise, Bloomberg Optimizer

What You’ll Actually Do
• Portfolio Management: Construct, monitor, and manage risk within defined investment guidelines for multi-asset portfolios.
• Quantitative Analysis: Apply quantitative methodologies to portfolio analysis and construction, including optimization, risk modeling, scenario analysis, and performance attribution.
• Investment Translation: Translate strategic and tactical investment views into portfolio positions, assessing their expected risk, return, diversification, and implementation implications.
• Reporting & Committee Support: Prepare high-quality portfolio, performance, and risk analyses, along with decision materials for Portfolio Management and Investment Committee discussions.
• Process Improvement & Automation: Enhance analytical tools, reporting, and portfolio-management processes through Python-based automation and development, clearly documenting methodologies.

The Must-Haves
• Background: University degree in a quantitative discipline, preferably Finance, Economics, or a related field.
• Experience: At least two years of relevant experience in portfolio management, multi-asset investing, quantitative investment analysis, risk management, or a comparable investment role.
• Skills: Strong analytical and problem-solving capabilities, intellectual curiosity, sound judgement, accuracy, reliability, ownership of responsibilities, collaborative teamwork, clear communication of complex findings, ability to drive improvements, and fluency in German and English.
• Bonus: A postgraduate degree or progress towards CFA, CIIA, CAIA, or FRM; fixed-income knowledge; experience with Bloomberg PORT Enterprise and Bloomberg Optimizer; other languages.