Portfoliomanager indirekte Immobilien (w/m/d) — die Mobiliar
- Location
- Bern
- Contract
- Full-time
- Posted
- 46 days ago
Full description
This is what awaits you
In this position, you will be responsible for the portfolio management of the investment category indirect real estate (real estate funds, shares and investment foundations) within the “Shares and Indirect Real Estate” team. You are responsible for the implementation of these strategies in all mandates and represent our competences in this area in both external and internal exchange.
This is what you do with us
You are responsible for the analysis and selection of real estate securities and create appropriate decision-making bases, risk assessments and target portfolios.
Together with internal and external partners, you implement the transactions of indirect real estate investments for all portfolios of the Mobiliar Group, its pension funds and our funds in an optimal manner. You review investments for compliance with investment guidelines, in particular ESG regulations and other regulatory and regulatory requirements. The assessment and cost-efficient handling of capital increases and initial issues is also your responsibility.
This is what you bring with you
- University or FH degree (preferably focusing on finance or real estate) and/or corresponding further education
(CFA/AZEK, CAIA etc.) are a plus
- Several years of investment experience in securities business or professional practice in indirect real estate business
- Responsible and independent personality
- Systematic and implementation-oriented working method
- Fluent German and English skills, French skills are a plus
Working with us
There is an established and motivated team waiting for you. Together we live a communicative, solution-oriented and independent way of working. Your place of work is in Bern.
This is what we offer
Compatibility
We enable flexible working models and offer 20 weeks of maternity leave and 6 weeks of paternity leave, above-average family allowances and a sustainably financed pension fund.
Training and development
We offer a wide range of internal courses as well as participation in possible programs abroad. For job-relevant, external training, we participate generously.
Advantages
Among other things, we offer you up to 25% bonus discount, a half-tax subscription, discounts on mobile phones as well as free subscriptions with flat rate and discounts at cultural events.
Present
Further conditions of employment
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Requirements
Uni- oder FH-Abschluss (bevorzugt Schwerpunkt Finance oder Immobilien) und/oder entsprechende Weiterbildung
(CFA/AZEK, CAIA etc.) sind ein Plus
Mehrere Jahre Investment-Erfahrung mit indirekten Immobilienanlagen als Analyst oder Portfoliomanager
- Verantwortungsbewusste und selbstständige Persönlichkeit
Systematische und umsetzungsorientierte Arbeitsweise
Fliessende Deutsch- und Englischkenntnisse, Französischkenntnisse sind ein Plus
Questions about this listing
What salary does die Mobiliar offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Bern is CHF 94'500 - 143'000 gross per year — an estimate, not a figure communicated by die Mobiliar. 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 die Mobiliar 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 die Mobiliar 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 Bern?
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 Bern's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Bern's cantonal migration office or with HR during the application.
How do I apply for this position at die Mobiliar?
Use the "Apply now" button on this page — it links directly to die Mobiliar's original listing at jobs.mobiliar.ch, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
