Marc Kochan

Background

About Marc Kochan

Junior (Client) Portfolio Manager in the multi-asset segment, supporting the management of diversified investment portfolios across multiple asset classes and regions, with a focus on delivering long-term value for clients. Further tasks include the following-Manage discretionary investment mandates within the multi-asset segment-Support the sales team by preparing tailored marketing and presentation materials as well as presenting relevant financial research to clients - latest research material "Mind the Gap US 2025" -Delivered monthly Investment Update presentations to the bank's salesforce (>200 pax), providing professional insights on recent financial market developments and their implications for clients and investment strategies-Conduct detailed portfolio analyses-Contribute to the fund selection process (e.g. Fixed Income, Infrastructre, Microfinance)- Collaboration with senior portfolio managers in managing single asset funds, e.g. North American (~USD 0.3 billion), European (~EUR 0.15 billion) and Swiss equity funds (~CHF 0.61 billion)- Conduct regular reviews of the equity recommendation list to verify continued alignment of all holdings with ESG standards and sustainability objectives.