Andreas Schönbächler, CFA

Andreas schönbächler, cfa

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location of Andreas Schönbächler, CFAHinwil, Zurich, Switzerland
Phone number of Andreas Schönbächler, CFA+91 xxxx xxxxx
Followers of Andreas Schönbächler, CFA1000 followers
  • Timeline

    Aug 2006 - Jul 2009

    Lehre als Kaufmann

    Wohnbaugenossenschaft Gewo Züri Ost
    Sept 2011 - Jul 2014

    Research Assistant

    ZHAW Zurich University of Applied Sciences
    Oct 2014 - Apr 2015

    Forensic Financial Services

    KPMG
    May 2016 - Jun 2024

    Senior Portfolio Manager and Head Tracker Selection

    Credit Suisse
    Current Company
    Jul 2024 - now

    Senior ETF & Index Product Specialist

    Zürcher Kantonalbank
  • About me

    ETF & Index Product Specialist

  • Education

    • Zhaw zurich university of applied sciences

      2010 - 2013
      Bsc. in business administration banking & finance

      Thesis Title: "Application of GARCH-models in order to construct minimum-variance portfolios"

    • Universität st.gallen - hochschule für wirtschafts-, rechts- und sozialwissenschaften

      2013 - 2015
      Master’s degree accounting & finance

      Activities and Societies: Private Equity and Venture Capital Club (PEVC) Thesis Title: "Dynamic Financial Analysis (DFA) to determine the Optimal Level of Equity Capital for Insurance Companies"Courses: Financial Analysis, Corporate Finance, Derivatives, Structured Finance, Advanced Finance Topics, Risk Management and Insurance, Dynamic Programming

    • University of exeter

      2012 - 2013
      Exchange term finance & economics

      Activities and Societies: Exeter Finance and Investment Society

  • Experience

    • Wohnbaugenossenschaft gewo züri ost

      Aug 2006 - Jul 2009
      Lehre als kaufmann
    • Zhaw zurich university of applied sciences

      Sept 2011 - Jul 2014
      Research assistant
    • Kpmg

      Oct 2014 - Apr 2015
      Forensic financial services

      • Working on various projects in Financial Services, Investigation, Insurance Fraud• Realization of solvency check at the client• Analysing an internal fraud case• Participation in a project about the US-Tax Program Including an extra stage in Audit Financial Services Insurance • Participation in the interim audit of a large insurance company

    • Credit suisse

      May 2016 - Jun 2024
      Senior portfolio manager and head tracker selection

      Discretionary Mandates for HNWI clients (Portfolio Construction with ETFs and Index Funds)Portfolio Manager responsible for MyChoice Mandate (Active Portfolio Management of a Multi-Asset class portfolio, Fixed Income, Equities and Alternative Investments, mainly Investing in ETFs and Index Funds)Tracker Selection for Investment Management Business Unit (ETFs and Index Funds analysis provided to Portfolio Managers within Investment Management across several international locations)Currency Hedges for Discretionary Mandates.Development and Portfolio Management of the Private Mandate Sustainability The mandate aims to invest only in Sustainable products (ESG Investments) according to the Credit Suisse Sustainability framework. Management of the mandate with regards to the Strategic and Tactical Asset Allocation. Show less

    • Zürcher kantonalbank

      Jul 2024 - now
      Senior etf & index product specialist
  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute
      Feb 2022
    • Certified esg analyst (cesga)

      Effas - the european federation of financial analysts societies
      Dec 2019
  • Honors & Awards

    • Awarded to Andreas Schönbächler, CFA
      Abschluss als Jahrgangsbester der kaufmännischen BMS -
  • Volunteer Experience

    • Mitglied der Rechnungsprüfungskommission

      Issued by Politische Gemeinde Hinwil on Jul 2022
      Politische Gemeinde HinwilAssociated with Andreas Schönbächler, CFA
    • Vize Präsident

      Issued by FDP Hinwil on May 2021
      FDP HinwilAssociated with Andreas Schönbächler, CFA
    • Teacher

      Issued by YES (Young Enterprise Switzerland) on Apr 2021
      YES (Young Enterprise Switzerland)Associated with Andreas Schönbächler, CFA
    • Core Member

      Issued by Credit Suisse Next Generation Network (NGN) on Sept 2016
      Credit Suisse Next Generation Network (NGN)Associated with Andreas Schönbächler, CFA