Junior Portfolio Analyst

With the VZ formula for successful investing, we ensure that our clients can enter retirement better prepared. Our portfolio analyses make an important contribution to this. For over 15 years, we have been analyzing client portfolios and have already evaluated more than 50'000 portfolios. The insights gained from this form the basis for various studies, sometimes in collaboration with universities. To strengthen our portfolio analysis team in Zug, we are looking for a motivated personality to continue writing the success story with us at home and abroad.

Junior Portfolio Analyst

What awaits you with us

• Creation of portfolio analyses: You analyze securities portfolios according to various criteria and prepare documentation for our advisors in Switzerland, Germany and UK.
• Further development: You help with the substantive and procedural further development of our portfolio checks, including automation (using artificial intelligence).
• Expert knowledge: You develop into an investment expert and know the investment solutions of our competitors.
• Internal contact point: You support our advisors with your expert knowledge and stand by them competently.
• Editorial content: You analyze and process portfolio check data into studies and knowledge articles.

What you bring with you

• Qualifications: You have a (professional) university degree or are about to graduate and bring initial practical experience in the financial sector. As a contact person for our Italian-speaking advisors, very good Italian skills are mandatory, French skills are 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) as well as investment products (e.g. investment funds) and know their use in practice at different banks.
• Motivation: You want to continuously develop yourself in different areas and contribute to constantly improving the portfolio check with your knowledge.
• Sense of responsibility: You do not manage problems, but rather look for solutions and contribute proactively with your own ideas.
• Team spirit: You are a team player and are characterized by a reliable way of working; even in hectic times.

What we offer you

• Meaningfulness: The chance to undertake an exciting and versatile activity with direct customer benefit in the asset management of a successful and strongly growing company.
• Lifelong learning: An environment that supports and promotes you in your continuous training and development and offers you the opportunity to quickly take on responsibility. At VZ, many doors are open to you and you shape your path together with us.
• Digitalization: Asset management in one of the most digital banks in Switzerland, which knows how to use the advantages 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 that we are proud of.

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Your contact person

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