Simon Knoerzer, CAIA

Experience

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  RobecoSAM

  Sept 2017 - Jan 2018

  Working Student - Client Portfolio Management

  - Conducting research for the sales force- Writing comments on ESG investing trends- Preparation of Morningstar and Bloomberg Data

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  Serafin Asset Management Schweiz

  Aug 2018 - Jun 2019

  Working student - Equity Research

  - Conducting research for senior financial analyst- Assisting the front with marketing and presentations- Participating in company presentations/calls

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  Crypto Infos

  Jan 2019 - now

  Bitcoin & DLT Asset Researcher
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  PwC

  Dec 2019 - Nov 2020

  Assistant - Assurance Financial Service

  - Participation in the audit of stand-alone and consolidated accounts according to various accounting principles under the supervision of an Engagement Leader- Assisting in the planning and organisation of engagements- Participation in the audits of Internal Control Systems

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  Swisspartners

  Dec 2020 - Feb 2024

  Junior Portfolio Manager

  - Independent management of sophisticated multi-asset mandates for HNWIs- Participation in meetings with fund managers, sales representatives and clients- Advisory and elaboration of investment opportunities (Buy-Side research)- Acting as an interface between brokers, traders, external fund operations teams and internal stakeholders- Assistance of the relationship manager with analyses, client-specific requests and reporting- Preparation of publications, investment proposals, portfolio analyses as well as the monthly newsletter- Maintaining model portfolio performance data with Bloomberg (PORT, PRTU) and creation of respective portfolio returns for monthly reporting Show less