Portfolio Advisor (Associate)
Jetzt bewerben

Portfolio Advisor (Associate)

Zürich Vollzeit 36000 - 60000 € / Jahr (geschätzt) Kein Home Office möglich
Jetzt bewerben
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Auf einen Blick

  • Aufgaben: Join our team to help clients create and execute alternative investment strategies.
  • Arbeitgeber: We're a leading investment advisory firm specializing in the alternatives market.
  • Mitarbeitervorteile: Enjoy a dynamic work environment with opportunities for growth and development.
  • Warum dieser Job: Be part of a crucial team that builds strong relationships with sophisticated investors.
  • Gewünschte Qualifikationen: 1-4 years in asset management or investment banking; strong communication skills required.
  • Andere Informationen: Fluency in German is a must for this role.

Das voraussichtliche Gehalt liegt zwischen 36000 - 60000 € pro Jahr.

A leading investment advisory firm covering the alternatives market is looking to bring on a portfolio advisor analyst / associate to join their team.

The advisory team is crucial in fostering and sustaining advisory relationships with large, sophisticated investors, leveraging the firm’s resources to benefit each client. The role involves collaborating with existing clients on the creation and execution of their alternative investment strategies, and it also serves as the central hub for the firm’s marketing and business development initiatives.

Requirements for this role:

  • 1-4 years of experience in an asset manager, investment bank or research covering alternative strategies
  • Excellent communication skills, with a preference for candidates who have experience in client management and portfolio advisory.
  • Strong academic background from a top-tier university.
  • German speaking

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Portfolio Advisor (Associate) Arbeitgeber: Dartmouth Partners

Join a leading investment advisory firm that values innovation and collaboration, where your role as a Portfolio Advisor will be pivotal in shaping alternative investment strategies for sophisticated clients. Our dynamic work culture fosters professional growth through continuous learning opportunities and mentorship, while our commitment to excellence ensures you are supported by top-tier resources. Located in a vibrant city, we offer a unique environment that encourages creativity and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
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Kontaktperson:

Dartmouth Partners HR Team

StudySmarter Bewerbungstipps 🤫

So bekommst du den Job: Portfolio Advisor (Associate)

Tip Number 1

Make sure to highlight your experience in client management and portfolio advisory during networking events. Engaging with professionals in the investment advisory field can help you gain insights and potentially lead to referrals.

Tip Number 2

Stay updated on the latest trends in alternative investments. Being knowledgeable about current market conditions and strategies will not only boost your confidence but also impress potential employers during interviews.

Tip Number 3

Consider reaching out to alumni from your university who work in investment advisory or related fields. They can provide valuable advice and may even know of job openings that aren't widely advertised.

Tip Number 4

Practice your communication skills, especially in German, as this role requires excellent language proficiency. Engaging in conversations with native speakers or participating in relevant workshops can enhance your fluency and confidence.

Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Portfolio Advisor (Associate)

Client Management
Portfolio Advisory
Alternative Investment Strategies
Communication Skills
Business Development
Analytical Skills
Market Research
Relationship Building
Financial Analysis
Investment Strategy Development
Team Collaboration
Presentation Skills
Problem-Solving Skills
Fluency in German

Tipps für deine Bewerbung 🫡

Understand the Role: Make sure to thoroughly read the job description for the Portfolio Advisor position. Understand the key responsibilities and requirements, especially the emphasis on client management and alternative investment strategies.

Highlight Relevant Experience: In your CV and cover letter, focus on your experience in asset management, investment banking, or research related to alternative strategies. Use specific examples that demonstrate your skills in client management and portfolio advisory.

Showcase Communication Skills: Since excellent communication skills are crucial for this role, provide examples of how you've successfully managed client relationships or communicated complex investment strategies in previous roles.

Tailor Your Application: Customize your application materials to reflect the firm's values and the specifics of the role. Mention your strong academic background and any relevant certifications that align with the expectations of a top-tier investment advisory firm.

Wie du dich auf ein Vorstellungsgespräch bei Dartmouth Partners vorbereitest

Showcase Your Experience

Be prepared to discuss your previous roles in asset management or investment banking. Highlight specific experiences where you successfully managed client relationships or contributed to portfolio advisory, as this will demonstrate your fit for the role.

Demonstrate Communication Skills

Since excellent communication is key for this position, practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated complex investment strategies to clients in the past.

Understand Alternative Investment Strategies

Brush up on alternative investment strategies and be ready to discuss them during the interview. Showing a solid understanding of these concepts will reflect your preparedness and enthusiasm for the role.

Prepare Questions for the Interviewers

Think of insightful questions to ask about the firm's approach to client management and business development initiatives. This not only shows your interest in the role but also helps you assess if the firm aligns with your career goals.

Portfolio Advisor (Associate)
Dartmouth Partners
Jetzt bewerben
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