University Graduate – Portfolio Management 100% (f/m/d)
University Graduate – Portfolio Management 100% (f/m/d)
Apply locations Zurich time type Full time posted on Posted Yesterday job requisition id r-14999
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
Kick-start your career with Julius Baer’s Graduate Programme in October 2025.
Are you about to complete your master’s degree or have recently graduated? Are you ready to embark on a journey that combines passion for wealth management, ambition, and excellence?
Our Focus-Track Graduate Programme is an 18-month journey designed to unleash your full potential, offering three rotations, including an international assignment. This unique opportunity will immerse you in Julius Baer’s global network, provide hands-on experience, and lay the foundation for a thriving career in wealth management.
Join the Division IWMS and become part of the Swiss & International Investment Management team in Zurich. Our programme is specifically designed to equip you with the skills, expertise, and network necessary to excel in the fast-paced world of portfolio management. Start in Multi-Asset Portfolio Management team based in Zurich, to further deepen the knowledge in all major financial asset classes: bonds, equities, currencies, alternative investments, commodities, and funds. Thereafter, you'll have the opportunity to gain expertise in designing and implementing bespoke investment solutions, to meet the complex needs of institutional clients, while participating in an international assignment, working abroad for 4 months and expanding your professional network globally. Finally, collaborate with our Markets team in Zurich to gain exposure to the trading floor and work closely with experienced traders, salespeople, and researchers to understand market dynamics, trends, and client needs.
YOUR CHALLENGE
What to work on?
* Being part of a dynamic team of dedicated investment professionals
* Supporting our investment experts in providing investment advice and managing portfolios (Funds and Mandates)
* Collaborating in the daily business tasks of the Investment team including representation
* Analyse and optimize aggregated client portfolios along the client’s preferences and restrictions
* Provide investment solutions and services to existing and prospective clients
* Working on and preparing of customer inquiries, investment proposals and portfolio analyses
* Developing investment ideas based on thorough market and instrument analyses
* Contributing to strategic and organizational initiatives as well as projects
What to learn?
* You will learn about Investment- as well as Portfolio Management
* You will work closely with the Portfolio Managers and Investment Advisors and support them in various topics in their day-to-day business as well as projects
* You will get the unique chance to leverage on the knowledge of the team and get a view on markets as well as an institutional investment process from the start to the end
YOUR PROFILE
* Master's degree from a university or university of applied sciences with above-average grades in economics, banking, finance, candidates from other fields and with a passion for financial markets can also apply (sciences, business, hospitality) (graduation max. 12 months ago)
* Initial practical experience in the financial industry and expertise in banking products and financial markets are an asset
* Keen interest in financial markets and financial institutions
* Strong analytical, conceptual skills and fast thinker
* Very good interpersonal, communication and presentation skills
* Independent, resilient, and team-oriented personality
* Entrepreneurial mindset, coupled with the willingness to take responsibility
* Fluency in English, German and other languages an advantage
* Eligibility to work in Switzerland
We review applications on a rolling basis. Thank you for applying early and for your patience during the review process.
We are looking forward to receiving your full job application through our online application tool.
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