Portfolio Manager Infrastructure / Private Markets
- Employment type
- Full-time
- Location
- Basel
- Company
- Pax, Schweizerische Lebensversicherungs-Gesellschaft AG, 4052 Basel
- First posted
Your area of responsibility
Construction and co-responsibility for the infrastructure equity portfolios (Private Markets) of the own balance sheet assets within the framework of the defined investment strategy
Identification, analysis and selection of infrastructure funds as well as performance of due diligence
Preparation of investment decisions including creation of investment memoranda and presentations for the Investment Committee
Ongoing monitoring of the portfolio
Maintenance and further development of relationships with fund managers
Analysis of market, industry and portfolio trends as well as derivation of recommendations for action
Main contact person for external fund management of the single investor fund and support in administrative activities
Active participation in the further development of processes, reporting, data analysis and quantitative evaluations in portfolio management
Support of the entire portfolio management team in analyses and projects in the asset classes equities, fixed income and multi-asset
Your experience
Completed university degree or technical college in the field of finance
Further education (completed or started) in the field of portfolio management or financial analysis (CFA, CAIA or comparable)
Professional experience in institutional asset management, private markets, infrastructure, private equity or investment consulting
Strong analytical skills and high affinity for data and models
Proficient in handling Bloomberg, Excel/VBA as well as desirable (or similar) for analysis and modeling (quant skills)
Strong communication personality with joy in exchange with internal and external stakeholders
Very good German and English skills in spoken and written
Your benefits
Thanks to various working models, you can design your commitment flexibly – with up to 60 percent in home office.
At Pax, you benefit from 26 to 30 vacation days per year. This is not a question of rank for us, but is based on your age. And if you wish for even more time off, you can convert part of your profit sharing into up to 5 additional days off.
Pax offers you the best benefits in occupational pension schemes. Upon request, we will analyze your individual situation free of charge and you will benefit from tax-advantaged advantages.
With our free drinks, you stay fresh. And at lunch, you benefit from fine, healthy offerings in the external staff restaurant, subsidized by Pax.
Swibeco is the name of our benefit platform, which holds attractive vouchers and discounts with top brands online for you.
Just ask
, HR Business Partner, will be happy to help you.
Write e-mail (<>)
How your application works
Receipt and pre-selection of applications
Video interview with specialist department
Interview with HR and specialist department
Mini-case incl. presentation and specialist discussion
Trial date with team
Personality and performance tests / obtaining reference information
Offer and contract processing
What awaits you
At Pax, you don't just have a job. Tasks, challenges and areas of performance await you. These give you the chance to develop. For your commitment, you are not only paid, but also respected and valued.
That is us
Our vision is to become the best pension insurer for our customers. We achieve this by making pension provision simple. That is why personalities work with us who move a lot and want to achieve common goals.
Portfolio Manager Infrastructure / Private Markets (f/m/d)
Your area of responsibility
Construction and co-responsibility for the infrastructure equity portfolios (Private Markets) of the own balance sheet assets within the framework of the defined investment strategy
Identification, analysis and selection of infrastructure funds as well as performance of due diligence
Preparation of investment decisions including creation of investment memoranda and presentations for the Investment Committee
Ongoing monitoring of the portfolio
Maintenance and further development of relationships with fund managers
Analysis of market, industry and portfolio trends as well as derivation of recommendations for action
Main contact person for external fund management of the single investor fund and support in administrative activities
Active participation in the further development of processes, reporting, data analysis and quantitative evaluations in portfolio management
Support of the entire portfolio management team in analyses and projects in the asset classes equities, fixed income and multi-asset
Your experience
Completed university degree or technical college in the field of finance
Further education (completed or started) in the field of portfolio management or financial analysis (CFA, CAIA or comparable)
Professional experience in institutional asset management, private markets, infrastructure, private equity or investment consulting
Strong analytical skills and high affinity for data and models
Proficient in handling Bloomberg, Excel/VBA as well as desirable (or similar) for analysis and modeling (quant skills)
Strong communication personality with joy in exchange with internal and external stakeholders
Very good German and English skills in spoken and written
Your benefits
Thanks to various working models, you can design your commitment flexibly – with up to 60 percent in home office.
At Pax, you benefit from 26 to 30 vacation days per year. This is not a question of rank for us, but is based on your age. And if you wish for even more time off, you can convert part of your profit sharing into up to 5 additional days off.
Pax offers you the best benefits in occupational pension schemes. Upon request, we will analyze your individual situation free of charge and you will benefit from tax-advantaged advantages.
With our free drinks, you stay fr
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