Portfolio Manager
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Job Location:
Zug - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
13 hours ago
Vacancies:
1 Vacancy
Job Summary
We are seeking a highly analytical and commercially driven Portfolio Manager to oversee and optimise the long-term performance of a diversified global investment portfolio. You will be responsible for investment research asset allocation risk management and ongoing monitoring of public and private market positions while acting as a trusted advisor to the Principal and Investment Committee.
This role suits an individual who thrives in an autonomous fast-moving environment and is motivated by long-horizon decision-making disciplined execution and portfolio stewardship.
Tasks
- Manage and actively monitor the familys multi-asset investment portfolio across public and private markets.
- Conduct fundamental and quantitative research to identify attractive investment opportunities.
- Lead portfolio construction rebalancing and tactical positioning aligned with long-term strategy.
- Develop investment theses financial models and macro-economic outlooks.
- Select and oversee external managers funds and co-investment partners.
- Prepare regular performance risk and attribution reporting for the Principal.
- Support liquidity planning cash forecasting and asset allocation frameworks.
- Maintain high governance standards and compliance with regulatory obligations.
- Present recommendations clearly concisely and backed by data-driven reasoning.
Requirements
- 510 years experience in portfolio management asset management family office or institutional investment environment.
- Deep understanding of global markets macroeconomics valuation and portfolio theory.
- Strong analytical and modelling ability able to convert data into insight and action.
- Experience with alternative investments (private equity VC real estate credit) beneficial.
- CFA qualification preferred (or progress toward).
- High integrity discretion and commitment to confidentiality.
Benefits
will be discussed with the suitable candidate directly
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
Apogee Ventures is a forward-thinking family office focused on strategic investments cutting-edge innovation and transformative philanthropy. Our portfolio spans technology space exploration guided by a mission to accelerate human progress.
