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Portfolio Manager
Portfolio ManagerApogee Ventures • Zug, Zug, Switzerland
Portfolio Manager

Portfolio Manager

Apogee Ventures • Zug, Zug, Switzerland
Vor 30+ Tagen
Stellenbeschreibung

We are seeking a highly analytical and commercially driven Portfolio Manager to oversee and optimise the long-term performance of a diversified global investment portfolio. You will be responsible for investment research asset allocation risk management and ongoing monitoring of public and private market positions while acting as a trusted advisor to the Principal and Investment Committee.

This role suits an individual who thrives in an autonomous fast-moving environment and is motivated by long-horizon decision-making disciplined execution and portfolio stewardship.

Tasks

  • Manage and actively monitor the familys multi-asset investment portfolio across public and private markets.
  • Conduct fundamental and quantitative research to identify attractive investment opportunities.
  • Lead portfolio construction rebalancing and tactical positioning aligned with long-term strategy.
  • Develop investment theses financial models and macro-economic outlooks.
  • Select and oversee external managers funds and co-investment partners.
  • Prepare regular performance risk and attribution reporting for the Principal.
  • Support liquidity planning cash forecasting and asset allocation frameworks.
  • Maintain high governance standards and compliance with regulatory obligations.
  • Present recommendations clearly concisely and backed by data-driven reasoning.

Requirements

  • 510 years experience in portfolio management asset management family office or institutional investment environment.
  • Deep understanding of global markets macroeconomics valuation and portfolio theory.
  • Strong analytical and modelling ability able to convert data into insight and action.
  • Experience with alternative investments (private equity VC real estate credit) beneficial.
  • CFA qualification preferred (or progress toward).
  • High integrity discretion and commitment to confidentiality.
  • Benefits

    will be discussed with the suitable candidate directly

    Key Skills

    Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

    Employment Type : Employee

    Experience : years

    Vacancy : 1

    Jobalert für diese Suche erstellen

    Portfolio Manager • Zug, Zug, Switzerland

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