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Portfolio Manager, Zurich

Permanent - Investment Advisory - Zurich, Switzerland

About Us

Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, family offices, trusts, foundations and endowments. Founded in 1999, Tiedemann Advisors has nine offices across the US and provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Tiedemann's international operations, Tiedemann Constantia, is headquartered in Zurich Switzerland. Together, Tiedemann Constantia, Tiedemann Advisors and Tiedemann Trust Company currently oversee $25 billion in assets under advisement. For more information about Tiedemann Advisors please visit tiedemannadvisors.com and tiedemannconstantia.com.

Tiedemann has recently announced plans to merge with a European investment and wealth advisor firm, called Alvarium, in late 2022. The combined business, Alvarium Tiedemann Holdings (AlTi) is expected to be valued at $1.4 billion, to have combined assets under management of over $50 billion and be listed on Nasdaq and will have access to substantial capital for further investments. The focus will remain on high net-worth individuals across and families North America, Europe and Asia Pacific advising.

Job Description

Job Mission

Tiedemann Constantia is seeking a Portfolio Manager within the Investment Advisory division and will be based in the group’s Zurich office. Our team in Zurich consists of five. You will be responsible for, among other things, supporting the group’s portfolio management and reporting activities, including analyzing client financial and asset status, determining client investment objectives, build and maintaining portfolios to meet those objectives, producing detailed financial reports illustrating performance and effectively communicating with both clients and internal stakeholders. This role is central to the success of our business!

Your Role

• Build individual portfolios in a creative and thoughtful way based on client needs, in line with house view and using available investment products on the platform

• Monitor and maintain portfolios in line with Investment Group output and our Impact strategies

• Act as a point of contact for performance-related questions, concerns and issues from clients

• Partner with business development colleagues in client pitches

• Develop market, product and client research

• Participate in preparation of presentation materials for both existing and prospective clients

• Analyse investment performance of designated accounts and third-party portfolio managers utilized within the group’s Investment Advisory division

• Maintenance of trade blotter for client portfolios

• Complete ad hoc projects as assigned

Qualifications

• CFA preferable

• Minimum 3 years Portfolio Management experience in a recognised financial institution

• Interest in the areas of asset allocation, investment analytics and performance calculations/methodologies

• Ability to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centred focus

• Advanced analytical, quantitative and problem-solving skills

• Excellent attention to detail

• Strong initiative and desire to learn, excellent team working skills and dedication to partnership and success

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Location:

Zurich, Switzerland

Department:

Investment Advisory

Employment type:

Permanent

Working pattern:

Full time

Remote working:

Partially remote

Contact number:

+44 20 7195 1400

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