Senior Portfolio Engineer and Financial Data Specialist, 100% (f/m/d)

At JuliusBaer, the Investment Risk & Portfolio Engineering team in the CIO Office is responsible for managing discretionary mandates and funds. The team maintains asset allocations for all multi‑asset class mandates, designs and updates strategic and tactical asset allocations, provides quantitative analysis to the Investment Committee, and runs ex‑ante risk and liquidity reports. The team also manages market and liquidity risk for our discretionary mandates and funds across equity, fixed income, and multi‑asset classes. The role supports portfolio managers in construction, and relationship managers in bespoke mandate optimizations for ultra‑high‑net‑worth clients. Responsibilities
Take ownership of the financial time series database and data feed processes: maintain, further automate, and continually improve the tools. Act as subject‑matter expert in the area of financial data and indices. Provide high‑quality, timely quantitative support for the Investment Committee upon request for simulations or analyses. Deliver optimized strategic asset allocation and quantitative analyses for large bespoke mandates to relationship managers for UHNW portfolios and participate in client meetings as requested. Qualifications
Master’s degree in a quantitative subject (e.g., mathematics, engineering, finance). At least 5 years of relevant work experience in financial market data and databases. Solid and proven hands‑on experience downloading, cleaning, maintaining, storing, and distributing financial data time series and benchmark indices. Knowledge and experience in portfolio optimization is a plus. Strong IT skills, including programming and data analysis experience. Working knowledge of MATLAB (or similar programming language) and experience maintaining and developing databases. Proficiency in English, and spoken and written German or French. Ability to confidently present results to groups of portfolio managers and senior management. Strong communication and stakeholder‑management skills. Highly motivated, reliable, well‑organised, and collaborative team player.
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