Senior Portfolio Manager (m/f/d)

Posted 2 Days Ago
Be an Early Applicant
Vienna
Senior level
Financial Services
The Role
The Senior Portfolio Manager will implement investment strategies, manage mandates, support clients with portfolio management, and prepare customized investment proposals. Responsibilities include collaboration on projects and transaction planning, ensuring compliance with investment guidelines and providing tailored reporting documents.
Summary Generated by Built In

LGT Bank Österreich, a branch of LGT Bank AG, is the largest international private bank in Austria. We offer comprehensive private banking services and employ around 250 people in Austria.Our corporate culture is characterised by our unique ownership structure. We stand for entrepreneurial thinking, sustainability, a sense of responsibility and trust. Mutual respect, personal integrity and loyalty are the solid foundation of our work culture.At the beginning of 2024, we were awarded 4th place among Austria's 50 best employers by the consulting firm “Great Place to Work”.Job Description

  • Review and implementation of external investment recommendations for funds on different platforms and jurisdictions
  • Management of mandates in the form of funds or at custody account level
  • Comprehensive support for internal and external clients in all aspects of portfolio management
  • Implementation of the private bank's investment strategies and selection decisions in funds in compliance with the investment guidelines
  • Independent preparation of customised investment proposals for various client segments across all asset classes
  • Supporting the centralised transaction planning and execution of PM Europe
  • Preparation of customised reporting documents
  • Collaboration on specific projects (e.g. fund launch, process optimisation, infrastructure development, ESG, reporting, marketing materials, etc.)

Requirements

  • Minimum Bachelor's degree in Finance, Economics, Business Administration or a related field. Equivalent knowledge and skills will be considered. Advanced degree (MBA, CFA/CIIA) preferred
  • At least 5 years of fund management experience
  • Expertise to act as a respected partner to demanding clients
  • Broad knowledge of different investment opportunities and instruments in the capital markets
  • Knowledge of Bloomberg, securities knowledge & trading modalities. Experience in Avaloq and programming skills are desirable
  • Excellent communication skills in German and English
  • Ability to work independently and as part of a team in a fast-paced environment
  • High ethical standards and a commitment to integrity and professionalism

In addition to an extremely interesting field of activity and our social benefits, we offer you a minimum salary for the position from € 3,492.84 pm (depending on qualifications), with the willingness to make a significant overpayment and a performance-related target bonus.

Contact Information

We are looking forward to receiving your online application.

For any further information please do not hesitate to contact our HR Business Partner.

LGT Investment Management GmbH

Human Resources

Sandra Graf

The Company
2,813 Employees
On-site Workplace

What We Do

Forward-looking for generations

LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future.

Sustainable and social:
Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our DNA. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030.

The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation.

LGT as an employer:
LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realize your ambitions.

Take your next career step at one of our 23 international locations: www.lgt.com/global-en/career/jobs

Publishing information: www.lgt.com/global-en/publishing-information

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