Assist the Portfolio Management Team in Zürich

Mirabaud & Cie AG, Zweigniederlassung Zürich · Zürich

The company seeks a junior professional to support its Zürich-based Portfolio Management Team with financial modelling, valuations, and investment analysis. This hybrid role offers a dynamic, family-friendly environment with flexible working arrangements.

This position provides direct support to the Portfolio Management Team located in Zürich. The role is designed to help develop and enhance existing analysis tools while contributing to the team's core investment activities.

Responsibilities

  • Conduct financial modelling and valuations for companies listed on Swiss exchanges.
  • Draft investment cases and analytical notes for smaller-cap firms.
  • Maintain and prepare presentations for various investment funds.
  • Coordinate with internal and external stakeholders on relevant topics.
  • Provide reporting and due diligence questionnaire (DDQ) support to the Marketing department.
  • Organize meetings and record minutes for investment sessions and regular team calls.

Requirements

  • Hold a Bachelor's degree or higher in Banking and Finance.
  • Demonstrate fluent proficiency in both German and English.

Nice to have

  • Possess working knowledge of French.

What the company offers

  • Join a dynamic, international workplace that values family-friendly policies.
  • Experience direct business impact regardless of your seniority level.
  • Work in a setting that fosters autonomy and entrepreneurial thinking.
  • Enjoy flexible working arrangements to support a healthy work-life balance.
  • Participate in cultural and sporting activities offered during free time.
  • Access a range of employee and family-oriented benefits.

About the company

Mirabaud & Cie AG, Zweigniederlassung Zürich promotes a culture of inclusion and equal treatment for all employees.

  • The company actively promotes inclusion and equal treatment.

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