Marc Schreier CFA CAIA CESGA

Angestellt, Senior Portfolio Manager Private Markets, Baloise Group
Basel, Switzerland

Fähigkeiten und Kenntnisse

Portfoliomanagement
Investment management
Finanzanalyse
Vermögensverwaltung
Alternative Investitionen
Finanzwesen
Strategisches Management
Sportmanagement
Kapitalmarkt
Finanzmärkte
analytische Fähigkeiten
Fixed Income
Aktienanalyse
Rohstoffe
Pensionskasse
Due Diligence
Investition
Nachhaltigkeit
Bankwesen
Depotverwaltung
Asset Allokation
Asset Management
Wirtschaftswissenschaften
Investments
Rechnungswesen
Makroökonomie
Project management
Risikomanagement
Microsoft Office
Microsoft Excel
Bloomberg
Kommunikation
Organisationsfähigkeit
Strategisches Denkvermögen
Präsentation
Beziehungsmanagement
Kritisches Denken
Teamworkfähigkeit
Problemlösung
interpersonal skills
Englische Sprache
Deutsche Sprache
Französische Sprache
Handel
Fixed Income Analyse
Performance-Analyse
Finanzinstitute
Institutionelle Anleger

Werdegang

Berufserfahrung von Marc Schreier CFA CAIA CESGA

  • Current 10 months, since Aug 2025

    Senior Portfolio Manager Private Markets

    Baloise Group
  • 4 years and 1 month, Jul 2021 - Jul 2025

    Senior Manager & Fund Selection Specialist

    Helvetia Versicherungen Schweiz

  • 1 year, Jul 2020 - Jun 2021

    Senior Portfolio Manager

    Aargauische Pensionskasse

    - Senior member of the portfolio management team - Lead portfolio manager for the asset classes: emerging market equities, EMD hard currency, EMD local currency, commodities, insurance linked securities, private debt and other alternative investments - Deputy for the asset classes equities Switzerland, equities world and FX - Executed several manager selection processes (RFI, RFP, on-site due diligence) - Contributing to internal macroeconomic view as well as strategic and tactical asset allocation

  • 3 years and 2 months, May 2017 - Jun 2020

    Portfolio Manager

    Aargauische Pensionskasse

    - Member of the portfolio management team - Lead portfolio manager for the asset classes: emerging market equities, EMD hard currency, EMD local currency, commodities, insurance linked securities, private debt and other alternative investments - Deputy for the asset classes equities Switzerland, equities world and FX - Executed several manager selection processes (RFI, RFP, on-site due diligence) - Contributing to internal macroeconomic view as well as strategic and tactical asset allocation

  • 2 years and 10 months, Jul 2014 - Apr 2017

    Research Analyst / Co-Portfolio Manager

    Independent Capital Group

    - Lead portfolio manager for a natural resources fund - Deputy portfolio manager for an energy fund - Direct trading of commodity futures and commodity related equities - In charge of developing a thematic sustainability fund with focus on water, waste recycling, air pollution, public transportation and energy efficiency - Heading the process to incorporate ESG criteria (6 generic criteria) into the already existing investment process

  • 10 months, Sep 2013 - Jun 2014

    Research Analyst / Junior Portfolio Manager

    Gateway Capital Group (taken over by Independent Capital Group)

    Research Analyst / Junior Portfolio Manager with the commodities and energy investments boutique Gateway Capital Group, Basel. Gateway Capital Group was taken over by Independent Capital Group in summer 2014.

  • 1 year and 1 month, Aug 2012 - Aug 2013

    Studentischer Praktikant (während Studium)

    IGT Finanz AG

    Working fields: Accounting, auditing and tax

  • 1 year, Mar 2010 - Feb 2011

    Mitarbeiter Outboundteam (während Studium)

    UBS AG

  • 3 years and 1 month, Aug 2006 - Aug 2009

    JUNA (Förderprogramm)

    UBS AG

  • 3 years, Aug 2003 - Jul 2006

    Lehrling

    UBS AG

Ausbildung von Marc Schreier CFA CAIA CESGA

  • 2021 - 2021

    Certified ESG Analyst (CESGA)

    AZEK

  • 2020 - 2020

    Emerging Markets

    Amundi Executive Training Program

  • 2019 - 2019

    CAIA Charterholder

  • 2018 - 2018

    Risk Premia & Asset Allocation

    BlackRock Educational Academy

  • 2016 - 2016

    CFA Charterholder

  • 2 years and 1 month, Aug 2012 - Aug 2014

    Banking and Finance

    Hochschule Luzern

  • 5 months, Aug 2010 - Dec 2010

    Wirtschaft

    University of Central Oklahoma (USA)

  • 3 years and 1 month, Aug 2009 - Aug 2012

    Betriebsökonomie (Vertiefung in Banking and Finance)

    Fachhochschule Nordwestschweiz

  • 3 months, Jan 2009 - Mar 2009

    Englisch (Sprachaufenthalt)

    Oxford House School, Wheatley (UK)

  • 2 years and 1 month, Aug 2006 - Aug 2008

    Kaufmännische Berufsmaturität

    Bildungszentrum kvBL

  • 3 years and 1 month, Aug 2003 - Aug 2006

    Kaufmännische Lehre

    KV Basel

Sprachen

  • German

    C2 (Verhandlungssicher / Muttersprachlich)

  • English

    C1 (Fließend)

  • French

    A1-A2 (Grundkenntnisse)

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