Who is Kevin Loepfe? Overview
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Kevin Loepfe is listed as ESG Specialist at Vontobel, based in Zurich, Switzerland. AeroLeads shows a matched LinkedIn profile for Kevin Loepfe.
Kevin Loepfe previously worked as Project Manager / ESG Specialist at Vontobel and Portfolio Manager at Vontobel. Kevin Loepfe holds Accounting And Finance, Business Administration And Management, General from Universität St.Gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.
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Email format at Vontobel
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Vontobel
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Profile bio
About Kevin Loepfe
I'm an enthusiastic, down-to-earth, quick learner with a pragmatic and hands-on working approach. I am passionate about making a positive impact and promoting sustainability, always staying curious and ready to tackle new challenges. Thinking analytically helps me to understand complex interactions that make up a bigger picture.https://www.vontobel.com/en-ch/about-vontobel/media/social-media/
Current workplace
Kevin Loepfe's current company
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11 roles
Kevin Loepfe work experience
A career timeline built from the work history available for this profile.
Project Manager / Esg Specialist
Current- Unifiying different ESG approaches into a Vescore wide framework- Supporting the automatization of portfolio management tasks and processes- Supporting group wide initiatives to create new frameworks and guidelines- Creating and maintaining investment tools with first steps in Python- Project Management with focus on software development in ESG space and on business processes- ESG lead for Vescore: representation of the boutique in Vontobel ESG forum, responsible for all… Show more - Unifiying different ESG approaches into a Vescore wide framework- Supporting the automatization of portfolio management tasks and processes- Supporting group wide initiatives to create new frameworks and guidelines- Creating and maintaining investment tools with first steps in Python- Project Management with focus on software development in ESG space and on business processes- ESG lead for Vescore: representation of the boutique in Vontobel ESG forum, responsible for all product related ESG reporting’s and projects Show less
Jun 2023 - Present
Portfolio Manager
Portfolio Manager for equity and multi asset UCITS funds & ESG lead for Vescore- Implementation of portfolios according to the model and responsibility of all related operational tasks (trade orders, cash balances, FX transactions, asset reconciliation, position monitoring, reporting and documentation)- Creation and maintenance of investment tools in SQL lite- ESG lead for Vescore: representation of the boutique in Vontobel ESG forum, responsible for all product related ESG… Show more Portfolio Manager for equity and multi asset UCITS funds & ESG lead for Vescore- Implementation of portfolios according to the model and responsibility of all related operational tasks (trade orders, cash balances, FX transactions, asset reconciliation, position monitoring, reporting and documentation)- Creation and maintenance of investment tools in SQL lite- ESG lead for Vescore: representation of the boutique in Vontobel ESG forum, responsible for all product related ESG reporting’s (e.g., SFDR, factsheet, EET)- Support in product launches in operative matters- Generate investment recommendations with fundamental, bottom-up analysis- Drive initiatives in improving and automating further steps of the investment process Show less
Feb 2020 - Jun 2023
Analyst
- Investment fund prospectus reorganization projects- general support of daily operations
Oct 2019 - Dec 2019
Intern
Lefil is a mission driven strategy consulting firm focused on improving lives in development markets- Support of multi-year platform project in Africa and Latam.- Support of award selection process and post award support of previous winners.- Various small research projects about water schemes, sustainable fishing and agriculture, and Fintech in Africa.
Jan 2019 - Mar 2019
Quantitative Analyst Intern At Vescore
-50 years Swiss equity project: Data collection, primary analysis and creating a database.-Document historical development of top Swiss companies.
Jul 2018 - Dec 2018
Research Assistant
-Supporting the strategic asset allocation team on Group and local businesslevel optimizations-Various small research projects for the Investment Management in Real Estateand risk factor analysis
Jan 2016 - Jun 2017
Internal Wholesale Assistant
-Supporting the external sales team with daily business and costumer care e.g. answering questions and informing about Franklin Templeton Funds-Compiling different reports and statistics for board meeting presentations ▪Assisting in projects for improvement of the CRM tool and maintenance of the data base-Leading outsourcing project of monthly tasks to India of special data deliveries
Oct 2014 - Dec 2015
Client Administrator
-Numerous administrative projects in relation to FATCA and general Account documentation.-Support of the Client Administration Team in the daily business.
Jun 2012 - Feb 2014
Sales Intern
-Programming and maintaining sales contact database in MS Access-Planning and supporting client events (Fondsmesse, Sourcing Day, Roadshow)-Data implication and inspection for Data Feed Solutions
Aug 2010 - May 2012
Data Relationship Manager Intern
-Assisting in the data entry project to build the Swiss Fund Database, incl. regular analysis of data quality and completeness-Liaising with fund companies for data collection-Assisting the marketing team in organizing and managing events
Aug 2009 - Jul 2010
2 education records
Kevin Loepfe education
Accounting And Finance, Business Administration And Management, General
Bachelor Of Arts (B.A.), Banking And Finance
FAQ
Frequently asked questions about Kevin Loepfe
Quick answers generated from the profile data available on this page.
What company does Kevin Loepfe work for?
Kevin Loepfe works for Vontobel.
What is Kevin Loepfe's role at Vontobel?
Kevin Loepfe is listed as ESG Specialist at Vontobel.
Where is Kevin Loepfe based?
Kevin Loepfe is based in Zurich, Switzerland while working with Vontobel.
What companies has Kevin Loepfe worked for?
Kevin Loepfe has worked for Vontobel, Investment Navigator, Lefil Consulting, Zurich Insurance Company Ltd, and Franklin Templeton Investments.
How can I contact Kevin Loepfe?
You can use AeroLeads to view verified contact signals for Kevin Loepfe at Vontobel, including work email, phone, and LinkedIn data when available.
What schools did Kevin Loepfe attend?
Kevin Loepfe holds Accounting And Finance, Business Administration And Management, General from Universität St.Gallen - Hochschule Für Wirtschafts-, Rechts- Und Sozialwissenschaften.
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