Portfolio Management Support 60-100%
Anarosa Asset Management Ltd (“ARAM”) is an FMA-registered independent asset manager established in 2013 and headquartered in Liechtenstein. We offer solutions that extend beyond traditional wealth management, with an emphasis on emerging markets, especially in Southeast . Our expertise and our global investment team — including dedicated local resources in —means we are uniquely positioned in servicing our client’s objectives.
ARAM is part of the Monterosa Group, an independent financial services group with a global footprint in Balzers (Liechtenstein), Dubai, , Port (Mauritius), Singapore and Zurich. The Group was founded in 1996, is privately owned and provides investment solutions for emerging and developed markets.
We are looking for a highly motivated candidate (2-5 years relevant work experience) as
Portfolio Operations Manager (60-100%)
The role is initially be based in Balzers (Liechtenstein). Upon receipt of the required license by FINMA, the employment will be transferred to Zurich (Switzerland), where the position continues on a long-term basis.
Your main focus areas and activities
- Portfolio Management : Independently implement investment decisions across all client portfolios incl. portfolio management, cash management, and execution to algin portfolios with its strategy. Maintain our model portfolios, monitor and execute FX Hedging; and prepare investment proposals for clients.
- Investment Governance : Support the investment process and investment committee meetings to maintain good governance of investment decisions, prepare performance and peer-group reviews, and prepare internal & external presentation material in relation to investment decisions.
- Investment Compliance : Ongoing monitoring of investment- & portfolio compliance for all client mandates & funds, manage our post-investment compliance and best execution controls.
- Operations : Calculate management fees and supervise invoicing, distribute regular client reporting, maintain our Fund Database, maintain good quality of systems (PMS) & data; and supervise portfolio reconciliation.
- Marketing : Support the team in the creation and/or maintenance of marketing material, product factsheets and presentations for clients.
- Projects : Support ongoing project in the development of our service and product offering.
- Research Support : Support Senior Portfolio Managers with investment research and product selection.
Your skills & qualifications
- 2–5 years of relevant work experience in a portfolio operations/implementation team or middle office within an asset management firm or bank. Experience within the regulated investment funds environment is a strong plus.
- Bachelor’s or Master’s degree in Banking, Finance, Economics, Business Administration, or a related field.
- Proficiency in Portfolio Management Systems (PMS) and order management workflows.
- Advanced command of MS Office, particularly Excel (VBA, SQL, or power querying skills are a strong asset).
- conceptual and analytical skills.
- Detail oriented, structured, independent and well-organized working style.
- Ability to prioritize tasks and perform reliably under tight market deadlines.
- Team player with excellent communication skillsFluent in English (oral and written), is a plus.
What we offer
- We believe in diversity, creativity, empowerment and equal opportunities.
- We work in small, highly qualified teams with short decision-making processes and flexibility.
- We empower our people and support them in their professional development.
- We work in an open-minded, multi-cultural environment with a focus on (especially ).
Monterosa Group believes in diversity, creativity, empowerment and equal opportunities. The Group’s close-knit team of professionals represents more than 17 nationalities at its offices worldwide.
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Portfolio Management Support 60-100% Arbeitgeber: more-jobs
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