Senior Portfolio Manager Multi Assets (all genders) part-time / full-time — Helvetia Versicherungen
- Location
- Basel
- Contract
- full-time
- Posted
- Today
Role overview
Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
Here you work with people who take responsibility, have high demands and have the courage to go new ways.
With us, you will find an environment where trust and performance go hand in hand and your ideas, initiative and contribution count.
- Setting new standards together and shaping the future – for us, this means more than simply working through tasks.
- Here you work with people who take responsibility, have high demands and have the courage to go new ways.
- You are responsible for managing multi-asset portfolios and investment funds with a focus on institutional pension funds, pension funds and investment foundations.
- In particular, you implement tactical investment allocation decisions across different asset classes and manage portfolios on an ongoing basis in terms of positioning, performance, risk and liquidity.
Main responsibilities
- You are responsible for managing multi-asset portfolios and investment funds with a focus on institutional pension funds, pension funds and investment foundations.
- In particular, you implement tactical investment allocation decisions across different asset classes and manage portfolios on an ongoing basis in terms of positioning, performance, risk and liquidity.
- You ensure compliance with regulatory and mandate-related requirements.
- You will actively participate in the investment process as well as relevant investment committees and provide sound capital market analyses, investment ideas and decision-making principles.
- Existing multi-asset strategies and investment solutions are further developed and supported in the design of innovative solutions for institutional clients.
- You will prepare portfolio, performance and risk information appropriate to the addressee and present it to investment committees, foundation bodies, customers and other internal and external stakeholders.
- You work closely with investment, risk, product and sales specialists and act as a specialist for multi-asset and pension issues. Requirements
- Completed studies, preferably master’s degree, in finance, economics, mathematics or a comparable field of study;
- CFA, AZEK or a comparable further education are advantageous.
- At least five years of professional experience in the portfolio management of multi-asset portfolios, ideally in the institutional environment related to occupational pensions, asset management or fund management.
Additional details
- You work closely with investment, risk, product and sales specialists and act as a specialist for multi-asset and pension issues.
- Knowledge of ESG and sustainable investment strategies are beneficial. Safe handling of Bloomberg and Excel;
Notes and original content
- Requirements
- Knowledge of ESG and sustainable investment strategies are beneficial.
- Safe handling of Bloomberg and Excel;
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
Helvetia Versicherungen lists CHF 119'000 - 166'000 gross per year for this position in Basel. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Helvetia Versicherungen offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Helvetia Versicherungen during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Basel?
EU/EFTA residents living in the border zone of the country adjoining Canton Basel can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Basel's cantonal migration office or with HR during the application.
How do I apply for this position at Helvetia Versicherungen?
Use the "Apply now" button on this page — it links directly to Helvetia Versicherungen's original listing at jobs.helvetia.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
