Senior Portfoliomanager Multi Assets (all genders) Teilzeit / Vollzeit — Helvetia Versicherungen
- Location
- Basel
- Contract
- Full-time
- Posted
- 16 days ago
Full description
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. So you have the opportunity to really make a difference for our customers, your team and your personal development.Our Multi Assets team brings together the different perspectives of the capital markets. We manage institutional mandates, provisioning solutions and investment funds across liquid and illiquid asset classes and translate our market beliefs into concrete asset allocation and portfolio decisions. Our aim is to identify capital market opportunities at an early stage, to actively manage risks and to create sustainable added value for our portfolios. Tasks: • 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. • In-depth knowledge of the Swiss pension landscape, in particular the 2nd pillar, as well as the relevant regulatory framework conditions such as BVG/BVV2. • Very good knowledge in the areas of asset allocation, portfolio construction and performance and risk analysis. • Strong understanding of global capital markets as well as the different liquid and illiquid asset classes. • Knowledge of ESG and sustainable investment strategies are beneficial. • Safe handling of Bloomberg and Excel; Experience with Aladdin and/or SimCorp Dimension as well as programming skills, for example in Python, are a plus. • Analytical, self-responsible and team-oriented personality with high implementation strength and the ability to contribute and represent your own investment convictions in a well-founded manner. • Very good knowledge of German and English in word and writing. We believe in cooperation on equal terms, mutual trust and people who want to take responsibility. Different perspectives help us to develop better solutions – for our customers as well as for us as a team.
Questions about this listing
What salary does Helvetia Versicherungen offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Basel is CHF 119'000 - 166'000 gross per year — an estimate, not a figure communicated by Helvetia Versicherungen. The calculator on this site converts a gross salary into 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 citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Basel's migration office after the contract is signed. Processing times vary by 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.
