At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

As a member of Porfolio Manager Spain, the Junior Porfolio Manager supports the team in different duties, like managing standard discretionary portfolios, preparation of new investment proposals, client presentations, contribute to IT development projects, etc.

YOUR CHALLENGE:
- Trading execution for standard mandates to implement investment decisions.
- Cash and currency management.
- Support in client meetings with view to handle alone client relations.
- Generating client performance reports.
- Prepare investment proposals and presentations for pitches.

YOUR PROFILE:
Professional Experience and Role-specific Specialized Competencies
- Min. 2 years of experience in portfolio management or investment-related activities.

Education Requirements




- Degree from a University/University of Applied Sciences.
- Master’s in finance or similar appreciated.
- Successful completion of CFA Level 1 or CAIA Level 1 designation preferred.
- Fluent in English and Spanish, additional language is a plus.

Professional Competence
- Financial markets and product know-how.
- Willingness to learn and to take over responsability.
- Set priorities according to objectives.
- Strive for continous improvement of processes.
- Can represent the opinions of others even then he/she disagrees.

Methodological Competence
- High analytical skills.
- Accurate and diligent in execution.
- Proactively communicates if deadlines or targets are at risk.
- Learns from mistakes and drives continuous improvement.
- Goal-oriented, takes ownership, and supports team outcomes.

📌 Junior Portfolio Manager 100% (Madrid)
🏢 Julius Baer
📍 Madrid