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Client Portfolio Manager - Thematic Equities - Technology
View: 127
Update day: 21-03-2024
Category: Finance / Bank / Stock Sales
Industry: Financial Services
Position: Associate
Job type: Full-time
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Job content
Your teamPictet Asset Management (Pictet AM) manages the assets of some of the world’s largest institutions, financial intermediaries and their clients. Our culture welcomes independent thinkers and centres around investment excellence, a long-term perspective and dedication to client service.
We are seeking to recruit a Client Portfolio Manager to work within our Thematic Equities team. Our team has grown very rapidly over the last years in terms of assets, strategies and number of clients. To sustain such growth, we are looking for an individual with thematic expertise and knowledge of the equity market to communicate our passion of Tech investing to our global client base.
Your role
- Becoming a subject matter expert in thematic equities with a dedicated focus on Technology and associated ESG matters.
- Representing thematic investment teams in front of clients globally.
- Working with the sales teams, investment teams and back and middle offices to respond to requests for data and/or presentation materials in a timely manner.
- Assisting in the production of weekly, monthly, quarterly and annual thematic content.
- Articulating the investment theme value proposition and its positioning.
- Acting as a link between investment teams and the rest of the organisation (e.g. Sales, Marketing, RFP, Market Intel, Wealth Management), providing updates through the available communication channels.
- Helping improve and coordinating our Tech ESG materiality matrix, engagement and impact frameworks.
- Contributing actively to investment meetings.
- Keeping track of competitive offering and performing comparative analyses.
- Communicating with media and writing and publishing thought-leadership pieces in the Tech space.
- Helping set the agenda and contributing to our thematic advisory boards.
- Helping the development of new thematic ideas and improving existing ones.
- Highly self-motivated, able to multitask and work last minute under pressure, happy to travel regularly and globally.
- Preferably, graduate degree level education in Technology and some working experience outside the financial sector.
- Working experience in equity investing (e.g. Analyst, PM or Risk Manager); CFA a plus.
- Excellent interpersonal skills (able to ‘read’ clients and connect), team player.
- Impeccable written communication and public speaking skills in English (native or equivalent), and preferably an additional two languages (French, Italian, Mandarin, German, Spanish).
- Affinity to develop impactful presentations (flow, content and design).
- Keen interest in tech equities with a strong understanding of ESG related matters in the Tech space and the curiosity to keep up to date with the latest development in the themes covered.
- Excel proficiency, additional technical skills a plus (e.g. Python).
- Strong time management, organisational, facilitation and collaboration skills.
- Attention to detail and critical thinking.
- Must be resident in Switzerland or willing to relocate.
REF: CPMTE/MG/MB
Diversity & Inclusion
Pictet is an equal opportunity employer and is committed to creating a diverse environment. We respect all individuals and seek their inclusion in the workplace.
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Deadline: 05-05-2024
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