Senior Investment Performance Analyst

Are you interested in understanding how portfolio managers generate performance? For our Investment Performance Analysis team, we are looking for a Senior Performance Analyst to assess and review the performance of actively managed portfolios, to manage the lifecycle of their custom benchmarks and to report on their active performance to senior management.

What would your role be?

• Independent analysis of portfolio performance across all asset classes, at aggregate and constituent levels, on both absolute and relative bases, as well against peers / competitors, including deployment of quantitative performance attribution methodologies. 

• Full lifecycle management of custom multi-asset benchmarks.

• Maintenance of portfolio and benchmark composites based on multi-asset investment strategies.

• Monitoring ex-post performance parameters and escalation of issues when required.

• Taking responsibility for regular performance analysis, and reporting obligations; delivery of ad hoc performance analysis requests, acting as subject matter experts within the firm.

• Participation in regular formal investment performance reviews with investment teams (portfolio managers, investment boutique heads), and senior management.

What are we looking for?

• Degree in finance / economics or a comparable qualification, ideally with 3 to 5 years of professional experience as performance analyst or portfolio manager preferably in an asset management firm

• Deep knowledge of asset classes and financial instruments (fixed income, equity, FX and derivatives securities

• Concepts of performance attribution (Equity, Fixed Income, Multi Asset)

• Experience in Python, Excel VBA

• First-hand experience of portfolio management systems (e.g. Avaloq, Charles River CRIMS), and portfolio analytics systems (MSCI BarraOne, Bloomberg Entreprise)

• A desire to solve problems, taking the initiative to obtain the required information where necessary, innovating where appropriate and following issues through to resolution or hand-over to suitable responsible parties.

• A process-oriented mindset, who can design, review, manage and document performance-related processes involving internal and external stakeholders.

• Ability to work closely within the Zürich-based Performance Analysis team, as well as with colleagues in other teams and locations.

• Ability to work independently and be effective in supporting a collaborative effort.

• Strong communication skills in English, with German being an advantage

What do we offer?

• Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
• Friendly, diverse team in an open-office space with dancing walls.
• All the latest technology to help you excel and advance.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Campus feeling and a collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our contact form.