Junior Portfolio Manager

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 PM Luxembourg, the Junior PM 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

Tasks, Duties and Responsibilities (this list is not exhaustive, tasks may be extended)

• 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

1 Personality and Leadership Competence

• Trustworthiness and discretion
• Communicative and client-oriented personality
• Strong teamwork skills
• Attentive listener

2 Professional Competence

• Financial markets and product know-how
• Willingness to learn and to take over responsibility
• Set priorities according to objectives
• Strive for continuous improvement of processes
• Can represent the opinions of others even when he/she disagrees

​3 Methodological Competence

• High analytical skills
• Accurate and diligent approach to work
• Informs at the earliest possible moment that a timeline or a target can’t be met
• Gains insights from mistakes

4 Professional Experience and Role-specific Specialized Competencies 

• 2-4 years of experience in portfolio management or investment-related activities
• Strong can-do mentality
• Quick grasp and motivation to learn

5 Education Requirements / Skills

Minimum requirement:

• Degree from a University/University of Applied Sciences.
• Master’s in finance or similar appreciated.

Certifications:

• Successful completion of CFA Level 1 or CAIA Level 1 designation preferred

Languages:

• English
• French
• Additional or local language if possible

IT:

• MS Office
• Programing VBA and other languages appreciated

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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