Patrick Schürmann, Cfa Email and Phone Number
I am currently seeking new opportunities to merge my extensive experience in the financial industry with my recently acquired skills in Data Science.My career began with four years in portfolio management for private clients, managing mixed asset mandates. I then transitioned to equity research and investment advisory for three years, focusing on energy companies. My responsibilities included analyzing stock markets, writing research reports, assisting in transaction selection for client portfolios, and maintaining the watchlist. I also contributed daily market reports and media commentary.Subsequently, I spent another four years in portfolio management for institutional clients, managing fixed income mandates and ESG mixed asset funds. I was responsible for overseeing the bond universe.To broaden my expertise, I pursued a Bachelor's degree in Data Science, gaining knowledge in statistics, data analysis, artificial intelligence, machine learning, and deep learning. I am now eager to leverage this new knowledge in conjunction with my financial industry experience in a new role.
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Hr Analytics And ReportingBasler KantonalbankBirrwil, Ag, Ch -
Asset ManagmentBasler Kantonalbank Sep 2021 - PresentBasel, Schweiz- Test of ML applications- Support with recurrent tasks -
PortfoliomanagerBasler Kantonalbank Aug 2017 - Aug 2021Basel, Schweiz- Managing fixed income portfolios of institutional clients- Performance reviews with institutional clients- Managing our ESG mixed asset funds- Responsibility for the bond base list -
Investment Advisory, Equity ResearchBasler Kantonalbank Feb 2014 - Jul 2017Basel, Schweiz- Equity research with focus on energy companies- Research publications for clients- Evaluation of investment decisions for client mandates- Writing of daily market reports and media contributions -
Junior-PortfoliomanagerBasler Kantonalbank Mar 2010 - Jan 2014Basel, Schweiz- Managing mixed asset portfolios of private clients
Patrick Schürmann, Cfa Education Details
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Data Science -
Mas Banking & Finance (Cfa Track)
Frequently Asked Questions about Patrick Schürmann, Cfa
What company does Patrick Schürmann, Cfa work for?
Patrick Schürmann, Cfa works for Basler Kantonalbank
What is Patrick Schürmann, Cfa's role at the current company?
Patrick Schürmann, Cfa's current role is HR Analytics and Reporting.
What schools did Patrick Schürmann, Cfa attend?
Patrick Schürmann, Cfa attended Fachhochschule Nordwestschweiz Fhnw, Fachhochschule Nordwestschweiz Fhnw, Akad.
Who are Patrick Schürmann, Cfa's colleagues?
Patrick Schürmann, Cfa's colleagues are Blaise Tschudin, Elvedin Zukic, Laura Rodrigues, Dario Flückiger, Ulrich Sauder, Nicole Pfluger, Christine Gueniat.
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