Junior Portfolio Manager - Active Investment Office

Junior Portfolio Manager - Active Investment Office (AIO)About the RoleWe are looking for a Junior Portfolio Manager to strengthen our Active Investment Office (AIO). This is a hands-on, investment-centric role at the heart of our portfolio management activities, combining investment execution, coordination, analysis, and governance.The role sits at the intersection of portfolio management, trading, and middle office, with direct exposure to senior portfolio managers and investment decision-making across multiple active strategies.Key ResponsibilitiesPortfolio Management & Investment ExecutionImplement trades across client portfolios and model portfolios, ensuring accuracy, timeliness, and adherence to investment guidelinesCoordinate and manage trade execution across mandates, including rebalancings, tactical adjustments, and corporate actionsCentral Portfolio ManagementSupport and help organize central portfolio management processes across strategies and mandatesMaintain, update, and monitor model portfolios, ensuring consistency between investment decisions and implementationTrack portfolio performance, risk metrics, exposures, and deviations versus benchmarks and modelsInvestment Committees & GovernancePrepare, run, and document investment committee meetings, including agendas, materials, minutes, and follow-upsEnsure investment decisions are properly documented and translated into executable actionsSupport governance, auditability, and investment discipline across the AIOStrategy Support & Investment InputProvide analytical input to active strategies (e.g. Global Core, Single Lines, thematic or tactical ideas)Challenge assumptions, contribute ideas, and engage constructively with senior portfolio managersConduct security, sector, and macro-related analyses to support portfolio decisionsProposals & Client MandatesSupport the preparation of investment proposals and pitch materialsAssist in onboarding and ongoing management of mandatesEnsure mandate guidelines are correctly implemented and monitoredSystems, Tools & DataWork with Bloomberg for market data, security analysis, and monitoringUse Excel at an advanced level for portfolio analysis, scenario analysis, and reportingQuickly familiarize yourself with and operate within our portfolio management system (Evooq)Required Skills & ExperienceTechnical & Investment SkillsStrong understanding of portfolio management and capital marketsHands-on experience or strong interest in trade implementation and execution workflowsSolid Bloomberg experience (data, functions, analytics)Advanced Excel skills (data handling, portfolio analysis, structured models)High attention to detail and strong operational disciplinePersonal & Professional ProfileHighly organized, structured, and reliableComfortable working under time pressure and managing multiple prioritiesStrong sense of ownership and accountabilityWilling and able to challenge senior portfolio managers constructivelyTeam-oriented, communicative, and solution-drivenMindsetCurious, analytical, and eager to deepen investment expertiseComfortable working across strategies, asset classes, and client mandatesInterested in both investment thinking and execution excellenceWhat We OfferA central role within an active, idea-driven investment organizationDirect exposure to investment decision-making and senior portfolio managersBroad learning curve across strategies, mandates, and asset classesA professional environment that values discipline, debate, and quality executionAbout LeoVest Partners AGLeoVest Partners AG is an independent wealth management firm with offices in Zurich and Geneva. It manages CHF 1.8 billion in client assets and employs 27 staff members. The company is built on two proven investment philosophies – active and passive investing – a value-driven partnership, and a modern, technology-enabled infrastructure. LeoVest is affiliated with the AOOS supervisory organization, licensed by the Swiss Financial Market Supervisory Authority FINMA, and a member of the Swiss Association of Asset Managers. jidffa3991pn jit0207pn jiy26pn