Peter Bezak (CESGA)
Fähigkeiten und Kenntnisse
Werdegang
Berufserfahrung von Peter Bezak (CESGA)
- Current 4 years and 11 months, since Jul 2021
Director Communications und RfP
Zurich Invest AG
Kommunikation und Offertwesen (Request for Proposal, RfP)
- 4 years and 8 months, Nov 2016 - Jun 2021
Communications und RfP Specialist
Zurich Invest AG
- 1 year and 1 month, Oct 2015 - Oct 2016
RfP Specialist, Mitglied des Kaders
Vescore AG
- 2 years and 4 months, Jun 2013 - Sep 2015Bank J. Safra Sarasin AG
Portfolio Strategist, Vice President
Division Economic & Strategy Research, responsible for Strategy Consulting, the publication Portfolio Strategy Focus in the field of asset allocation, contribution to the Investment Committee Bank J. Safra Sarasin and implementation of the tactical asset allocation (Portfolio Construction).
- 4 years and 3 months, Mar 2009 - May 2013
Portfolio Strategist
Bank Sarasin & Cie AG
Division Economic & Strategy Research, responsible for Strategy Consulting, the publication Portfolio Strategy Focus in the field of asset allocation, contribution to the Investment Committee Bank Sarasin (IC BSC) and implementation of the tactical asset allocation (Portfolio Construction).
- 4 years, Mar 2005 - Feb 2009
Fachspezialist Asset Allocation
Bank Sarasin & Cie AG
Fachspezialist Asset Allocation, Strategieberatung, Investment Policy Comittee (IPC), Member im Investment Management Committee (IMC).
- 11 months, Apr 2004 - Feb 2005
Consultant
MLP
Kundenberater
- 4 months, Jul 2003 - Oct 2003
Praktikant
UBS
Credit Research (fixed income)
- 4 months, Sep 2002 - Dec 2002
Praktikant
UBS
Swiss Economic Research
Ausbildung von Peter Bezak (CESGA)
- Current 4 years, since Jun 2022
EFFAS Certified ESG Analyst® (CESGA)
AZEK - The Swiss Training Centre for Investment Professionals
- 3 years and 1 month, Feb 2011 - Feb 2014
Finance
University of Zurich
Financial Markets, Corporate Finance, Investments & Derivatives
- 6 years and 7 months, Oct 1997 - Apr 2004
Economics
University of Bern
Focuses: Econometrics, Finance, Economic Policy. Minor subject: Law. Second subject: Business Administration
Sprachen
German
C2 (Verhandlungssicher / Muttersprachlich)
English
C1 (Fließend)
French
B1-B2 (Gute Kenntnisse)
Slowakisch
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