Experience

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  Ubs wealth management

  Jun 2011 - Sept 2011

  Internship - wealth management and swiss bank (hnwi clients)

  - Prepared client meetings, gathered information about the clients and product solutions- Supported the team in administration tasks.

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  Zurich insurance company ltd

  Nov 2012 - Jun 2017

  Involved in all aspects of the portfolio performance collection, aggregation, attribution and reporting process:- Aggregated and analysed portfolio and benchmark returns, performed quality control and ensuredcompleteness, accuracy and quality of returns and underlying data.- Run performance attribution analysis- Provided economic performance reports- Interactions with asset managers Supported the PPM team in providing investment performance report.Performed peers analysis

  • Investment Performance Analyst

    Feb 2014 - Jun 2017

  • Investment Planning and Performace Management Analyst / Investment Performance Analyst (40%)

    Nov 2012 - Jan 2014
• 

  Quilvest (switzerland) ltd.

  Jul 2017 - now

  Portfolio manager

  Portfolio manager of discretionary mandates and responsible for all operational duties directly linked with this task:- Repositioning discretionary mandates based on tactical orders from CIO- Calculating and transmitting relevant trade orders to execution desk- Monitoring execution and settlement of all relevant trades- Monitoring cash position of all mandates and manage cash accordingly- Monitoring positioning of all mandates based on underlying investment strategy / target asset allocation of the various mandates- Reposition mandates in case of breach of asset allocation ranges- Monitor special restrictions of various mandates- Assist in producing client update presentations Show less