Junior Portfolio Manager; f​/m​/d

Junior Portfolio Manager 100% (f/m/d) page is loaded## Junior Portfolio Manager 100% (f/m/d) locations:
Madrid time type:
Full time posted on:
Posted Todayjob requisition :
r-17230

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As a member of Porfolio Manager Spain, the Junior Porfolio Manager supports the team in different duties, like managing standard discretionary portfolios, preparation of new investment proposals, client presentations, contribute to IT development projects, etc.##
** YOUR CHALLENGE
*** Trading execution for standard mandates to implement investment decisions.
* Cash and currency management.
* Support in client meetings with view to handle alone client relations.
* Generating client performance reports.
* Prepare investment proposals and presentations for pitches.##
** YOUR PROFILE
**** Professional Experience and Role-specific Specialized Competencies
*** Min. 2 years of experience in portfolio management or investment-related activities.
** Education Requirements
*** Degree from a University/University of Applied Sciences.
* Master’s in finance or similar appreciated.
* Successful completion of CFA Level 1 or CAIA Level 1 designation preferred.
* Fluent in English and Spanish, additional language is a plus.
** Professional Competence
*** Financial markets and product know-how.
* Willingness to learn and to take over responsability.
* Set priorities according to objectives.
* Strive for continous improvement of processes.
* Can represent the opinions of others even then he/she disagrees.
** Methodological Competence
*** High analytical skills.
* Accurate and diligent in execution.
* Proactively communicates if deadlines or targets are at risk.
* Learns from mistakes and drives continuous improvement.
* Goal-oriented, takes ownership, and supports team outcomes.

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our .
** job alert
** by creating a candidate account .
** The*
* ** international reference in wealth management
** Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients.  Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.
** Committed to your success
** Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.

For more information visit  or contact us via the  .For recruiting agents, please see the additional information .
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