Junior Portfolio Analyst/-in — VZ VermögensZentrum

Full description

With the VZ formula for a successful investment, we ensure that our customers are better prepared for retirement. Our depot analyses make an important contribution to this. We have been analyzing customer portfolios for over 15 years and have already evaluated more than 50,000 depots. The resulting findings form the basis for various studies, partly in cooperation with universities. To strengthen our depot analysis team in Zug, we are looking for a motivated personality who will continue to write the success story at home and abroad together with us.

• Custodial analysis: You analyze securities depositories according to various criteria and prepare documentation for our consultants in Switzerland, Germany and the UK.
• Further development: You help with the content and process development of our deposit checks, including automation (e.g. using artificial intelligence).
• Expert knowledge: You become an investment expert and know the investment solutions of our competitors.
• Internal contact point: You support our consultants with your expert knowledge and support them competently.
• Editorial content: You analyze and process depotcheck data for studies and knowledge articles.
• Qualifications: You have a (specialist) university degree or are close to it and bring your first practical experience in finance. As a contact person for our Italian speaking consultants, very good knowledge of Italian is mandatory, knowledge of French is an advantage.
• Customer orientation: You want to offer our internal and external customers the best possible service.
• Enthusiasm and motivation: You are enthusiastic about investment topics (e.g. ESG) and investment products (e.g. investment funds) and know how to use them in practice at different banks.
• Motivation: You want to continuously develop in various areas and make your contribution to continuously improve the Depotcheck with your knowledge.
• Responsibility: You do not manage problems, but seek solutions and proactively contribute with your own ideas.
• Team spirit: You are a team player and stand out through a reliable way of working
• Even in hectic times.
• Meaningfulness: The opportunity to pursue an exciting and versatile activity with direct customer benefit in the asset management of a successful and rapidly growing company.
• Lifelong learning: An environment that supports, promotes and gives you the opportunity to take responsibility quickly. There are many doors open for you in the VZ and you shape your path together with us.
• Digitalization: An asset management in one of the most digital banks in Switzerland that knows how to take advantage of new technologies.
• Agility: A company that relies on agile working principles such as OKR and Lean Management.
• Corporate culture: An innovative, dynamic and collegial environment as well as a corporate culture of which we are proud.