• Project management for new key business initiatives • Wealth management market trend analysis and definition of use cases for new product features • Development of product strategy and product vision • Internal and external stakeholder management and communication for wealth management software • Team management Customer Success • Process definition for customer support and onboarding • Introduction of a data driven user feedback process in Jira

• Management balanced funds with internal and external products • Presentation and reporting for relationship managers • Develop and present investment cases to the CIO • Author Migros Bank blog - topic sustainability • Development and monitoring of the ESG investment process • Launch of sustainable multi-asset funds • Setting the tactical asset allocation • Investment meetings with external managers

• Primary and secondary research North American equities • Fund management including performance responsibility • Development of investment cases with a fundamental approach • Support implementing the tactical asset allocation • Development of investment proposals for institutional clients • US instrument selection for discretionary mandates • Presentations for internal and external stakeholders • Investment meetings with clients

Portfolio Manager discretionary mandates