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The Investment Risk & Portfolio Engineering team is part of the CIO Office which is responsible for managing all discretionary mandates and funds of Julius Baer.
We are responsible for maintaining the asset allocations for all multi-asset class mandates. We design and update the strategic and tactical asset allocations for these mandates, provide quantitative analysis to the Investment Committee and run ex‑ante risk and liquidity reports.
We also manage the market and liquidity risk of our discretionary mandates and all our funds: equity, fixed income and multi-asset. Support of portfolio managers for portfolio construction and relationship managers with optimizations and analysis for bespoke mandates for ultra‑high‑net‑worth (UHNW) clients is also part of our role. We build, maintain and improve our proprietary tools deployed for our daily job.
We are looking for a motivated senior new colleague to expand our team and help us with our growing responsibilities.
YOUR CHALLENGE
Take ownership of our financial time series database and data feed processes: maintain, further automate and constantly improve the tools
Act as subject matter expert in the area of financial data and indices in particular
Provide high-quality and timely quantitative support for our Investment Committee upon request for specific 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, upon request
YOUR PROFILE
A Master’s degree in a quantitative subject (e.g. math, 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 maintaining & developing databases is required
Proficiency in English, as well as German or French (both spoken and written)
Able to confidently present results to groups of portfolio managers and senior management
Solid communication and stakeholder management skills
Highly motivated, reliable and well‑organized team player
#J-18808-Ljbffr
The Investment Risk & Portfolio Engineering team is part of the CIO Office which is responsible for managing all discretionary mandates and funds of Julius Baer.
We are responsible for maintaining the asset allocations for all multi-asset class mandates. We design and update the strategic and tactical asset allocations for these mandates, provide quantitative analysis to the Investment Committee and run ex‑ante risk and liquidity reports.
We also manage the market and liquidity risk of our discretionary mandates and all our funds: equity, fixed income and multi-asset. Support of portfolio managers for portfolio construction and relationship managers with optimizations and analysis for bespoke mandates for ultra‑high‑net‑worth (UHNW) clients is also part of our role. We build, maintain and improve our proprietary tools deployed for our daily job.
We are looking for a motivated senior new colleague to expand our team and help us with our growing responsibilities.
YOUR CHALLENGE
Take ownership of our financial time series database and data feed processes: maintain, further automate and constantly improve the tools
Act as subject matter expert in the area of financial data and indices in particular
Provide high-quality and timely quantitative support for our Investment Committee upon request for specific 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, upon request
YOUR PROFILE
A Master’s degree in a quantitative subject (e.g. math, 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 maintaining & developing databases is required
Proficiency in English, as well as German or French (both spoken and written)
Able to confidently present results to groups of portfolio managers and senior management
Solid communication and stakeholder management skills
Highly motivated, reliable and well‑organized team player
#J-18808-Ljbffr
Senior Portfolio Engineer and Financial Data Specialist, 100% (f/m/d) Arbeitgeber: Julius Baer
Julius Baer bietet eine herausragende Arbeitsumgebung in Zürich, die von einer agilen und kollaborativen Kultur geprägt ist. Als Senior Java Backend Architect haben Sie die Möglichkeit, innovative cloud-native Systeme zu gestalten und Ihre Fähigkeiten in modernen Java-Technologien weiterzuentwickeln. Das Unternehmen fördert aktiv das Wachstum seiner Mitarbeiter und bietet zahlreiche Weiterbildungsmöglichkeiten, um Ihre Karriere im Bereich Wealth Management voranzutreiben.
