Portfolio Manager – Equity Strategies

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von: CBH Compagnie Bancaire Helvétique SA | localité: GenèveN: CBHCompagnieBancaireHelvtiqueSA

Company Overview:

CBH Compagnie Bancaire Helvétique SA (the “Bank” or “CBH”) is dynamically growing Bank with over CHF 14bn in AUM and robust 40% tier 1 capital ratio, as of end of 2023.

The Bank is currently focused on further increasing its client base and introducing new products and services to its clients in order to increase fee and commission income and accordingly to further increase profitability of the Bank.

With this aim, the Bank plans to develop and offer additional flagship asset management services in the form of Actively Managed Certificates (“AMC” or the “Fund”) with niche and focused equity investment strategies that will distinguish itself from other competitors in the market;

To be more specific, the bank intends to launch a specialized AMC with niche (Small & Mid Cap) equity investment strategy that will focus on (A) value investing/fundamental analysis and (B) M&A arbitrage;

Accordingly, the Bank is seeking to hire a professional that will shape and fine tune the investment strategy of the AMC and drive its development including daily management and implementation of the strategy and marketing of the product to existing and more importantly to prospect clients of the Bank.

 

 

Portfolio Manager – Equity Strategies

Position Overview:

As a Portfolio Manager for the AMC, you will play a pivotal role in shaping the Fund's investment approach and managing its investments. Moreover, the position will require an active marketing of the AMC to prospect clients to accomplish an initial milestone of USD 100m AUM within a reasonable timeframe. Portfolio Manager will be expected to demonstrate a strong alignment of his/her interest with those of investors by making a certain commitment/seed investment in the Fund (AMC) based on the best market practices.

Key Responsibilities:

  • Develop and implement investment strategies tailored to our focused investment approach, leveraging both qualitative and quantitative analysis.
  • Conduct thorough fundamental analysis to identify undervalued stocks, assess risk factors, evaluate announced M&A deals and assess probabilities of successful closing of deals.
  • Lead the due diligence process for potential investments, including financial modeling, valuation analysis, and risk assessment.
  • Build and manage a diversified portfolio of positions aligned with the AMC’s investment objectives and risk parameters.
  • Monitor and evaluate market trends, economic indicators, and geopolitical events to anticipate shifts in market dynamics and adjust portfolio positioning accordingly.
  • Communicate investment thesis, portfolio positioning, and performance updates to internal stakeholders and external investors.
  • Stay abreast of industry developments, regulatory changes, and emerging technologies that may impact investment opportunities.
  • Continuously evaluate and refine investment processes, methodologies, and tools to enhance performance and efficiency.
  • Align personal interests with those of investors.
  • Marketing of the AMC to qualified investors including internal clients of CBH and external investor base.

Qualifications:

Ideal candidate will have –

  • Over 10 years of relevant experience in investment banking and broader finance;
  • Strong analytical skills with at least basic qualification in accounting and proficiency in financial modeling and valuation techniques, as the core strategy will be focused in value investing.
  • A good understanding and track record of M&A deals, as part of the investment strategy will involve analysis of probabilities of success of announced M&A deals.
  • Relevant education in the area of Finance and/or Economics.
  • Readiness to align his/her interests with those of investors by making personal commitment in the managed fund, according to the best market practice.
  • A good network of prospect clients (HNWI’s) in order to timely reach the initial milestone of USD 50-100m invested in AMC.
  • Readiness to travel long distances (Middle East, Latin America) to extend the product offering to existing and prospect clients of the Bank;
  • English is a must, knowledge of any other languages will be an additional bonus.

According to best market practices in the hedge fund industry that typically offers such focused investment management strategies, individual portfolio managers personally invest their own capital in the fund (in our case in AMC) to demonstrate that their interest is fully aligned with those of investors. Such well-established market practice also allows to increase confidence and trust of prospect investors when considering an investment in the Fund, i.e. remains as an important selection criterion amongst sophisticated investors.

Readiness to comply with such, well established, market standards (to demonstrate alignment of interest) will be viewed as a strong advantage of the potential candidates for the role.

Benefits:

  • Accident insurance coverage professional and nonprofessional and stop loss insurance entirely covered by CBH.
  • Retirement savings plan with employer matching contributions.
  • Opportunities for professional development and career advancement.
  • Collaborative and supportive work environment with a team of experienced professionals.

Please note that we will only respond to profiles corresponding to the announcement and the applications received by any other means will not be processed.

 

 

 

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