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- Aufgaben: Develop and manage equity investment proposals in key sectors like Technology and Health Care.
- Arbeitgeber: Join LGT, the largest family-owned private banking group with a stellar reputation.
- Mitarbeitervorteile: Enjoy a supportive work environment recognized as one of Switzerland's best employers.
- Warum dieser Job: Be part of a team shaping sustainable investing strategies while engaging with industry experts.
- Gewünschte Qualifikationen: 5+ years in equity markets, strong analytical skills, and a passion for sustainable investing required.
- Andere Informationen: Fluency in English is essential; knowledge of German is a plus.
Das voraussichtliche Gehalt liegt zwischen 43200 - 72000 € pro Jahr.
LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees – this was also confirmed last year by the independent institute \“Great Place To Work\“, which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.
Job Description
- Develop new equity investment proposals in the Industrials, Technology, Health Care and/or Consumer sectors, based on bottom-up fundamental equity analysis.
- Act as the deputy strategy owner for our sustainable equity strategies.
- Manage existing equity positions, including monitoring of news-flow, updating of investment rationales, and proposing changes to portfolio weightings.
- Actively engage with PM colleagues in the equity team and beyond to help shape the strategic and tactical thinking around equity investing.
- Engage with the “quantitative analysis” colleagues on equity screening, portfolio construction and risk management.
- Actively engage with PM colleagues, RM colleagues and clients to promote PM’s equity strategies and offerings, and contribute to business development efforts to increase AuM.
Requirements
- University degree or equivalent qualification such as CIIA/CEFA or CFA.
- Minimum of 5 years\‘ professional experience in the equity markets, either on the sell side or in asset management.
- Strong background in fundamental equity analysis.
- Passion for sustainable investing. Experience in selecting stocks and/or managing ESG-oriented portfolios is a plus.
- Passionate interest in financial market topics and quantitative investment approaches.
- Proficiency with Excel-based company financial models.
- Familiarity with portfolio management applications (e.g. Avaloq) and market data applications (e.g. Bloomberg).
- Effective communication skills and professional demeanor. Proficiency in English, written and spoken, is essential. Knowledge of additional languages, including German in particular, is a clear advantage.
- Display of both conviction and humility in assessing the merits of investment proposals, both in accepting feedback and challenging colleagues across the team.
Please note that we cannot consider applications via recruitment agencies for this position.
Contact Information
For further information please do not hesitate to contact us.
LGT Bank (Schweiz) AG
Human Resources
Nicole Bider
#J-18808-Ljbffr
Portfolio Manager Equity Selection (f/m/d) Arbeitgeber: LGT – Private Banking und Asset Management
Kontaktperson:
LGT – Private Banking und Asset Management HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Portfolio Manager Equity Selection (f/m/d)
✨Tip Number 1
Familiarize yourself with LGT's investment philosophy and sustainable equity strategies. Understanding their approach will help you align your proposals with their values and demonstrate your passion for sustainable investing during discussions.
✨Tip Number 2
Network with professionals in the equity markets, especially those who have experience in asset management or sell-side roles. Engaging with industry peers can provide insights into current trends and may lead to valuable connections within LGT.
✨Tip Number 3
Stay updated on market developments in the Industrials, Technology, Health Care, and Consumer sectors. Being well-informed about recent news and trends will enable you to contribute meaningfully to discussions and showcase your analytical skills.
✨Tip Number 4
Practice articulating your investment ideas clearly and confidently. Effective communication is key in this role, so consider mock interviews or discussions with peers to refine your ability to present your thoughts on equity strategies.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Portfolio Manager Equity Selection (f/m/d)
Tipps für deine Bewerbung 🫡
Understand the Company: Familiarize yourself with LGT Bank and its values, especially their focus on sustainable investing. This will help you tailor your application to align with their mission.
Highlight Relevant Experience: Emphasize your professional experience in equity markets, particularly any roles related to asset management or fundamental equity analysis. Be specific about your achievements and how they relate to the job description.
Showcase Your Skills: Make sure to mention your proficiency with Excel-based financial models and any experience with portfolio management applications like Avaloq or market data applications like Bloomberg. These skills are crucial for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarizes your qualifications but also expresses your passion for sustainable investing and your interest in the position. Use this opportunity to convey your personality and fit for the team.
Wie du dich auf ein Vorstellungsgespräch bei LGT – Private Banking und Asset Management vorbereitest
✨Showcase Your Analytical Skills
Prepare to discuss your experience with fundamental equity analysis in detail. Be ready to present specific examples of how you've developed investment proposals and managed equity positions, particularly in the Industrials, Technology, Health Care, or Consumer sectors.
✨Demonstrate Passion for Sustainable Investing
Since the role emphasizes sustainable equity strategies, share your insights and experiences related to ESG-oriented portfolios. Highlight any relevant projects or investments that showcase your commitment to sustainable investing.
✨Engage in Strategic Discussions
Be prepared to engage in discussions about strategic and tactical thinking around equity investing. Show your ability to collaborate with PM colleagues and contribute to shaping investment strategies, demonstrating both conviction and humility.
✨Communicate Effectively
Effective communication is key in this role. Practice articulating your thoughts clearly and professionally, especially when discussing complex financial concepts. If you speak additional languages, like German, be sure to mention this as it can set you apart.
