Protner - Equity Analyst - Zurich, Switzerland

Mirco Protner

Zurich, Switzerland


Equity Analyst


Having a Civil Engineering (first) background - I am a supremely analytical mindset and would be proficient in covering industrial companies.

Work History

Client Relationship Manager

Asset Management

From October 2011

AXA Investment Managers Schweiz AG, Zurich/Oerlikon, Asset Management
• Responsibilities: business development, advisory services, product offering and investment solution development, main entry point and contact to all investment teams worldwide (portfolio management interaction), lead of client meetings, reporting (portfolio reviews), ad-hoc projects (interaction with product specialists, operations, finance, compliance, risk, legal).
• Accomplishments: knowledge of a variety of financial products (equities, fixed income, structured products) and investment strategies, portfolio management insight (portfolio construction and tools, constraint and risk management, performance analysis and reporting), understanding institutional clients (investment universe, needs, constraints), proactive client servicing, project management and interdisciplinary solution development, stay well informed about financial markets environment and development.

Compliance Officer

Goldman Sachs Bank AG

February 2011 - July 2011

Goldman Sachs Bank AG, Zurich, Compliance Division
• Responsibilities: KYC procedures and due diligence, client surveillance and reviews, transaction monitoring, statistics, front office guidance and business support (portfolio management interaction), analyses and improvements of processes, quality assurance, ad-hoc KYC (Know Your Customer) and AML (Anti Money Laundering) projects.
• Accomplishments: in-depth knowledge of KYC, AML, and Compliance processes and procedures in wealth management and understanding of the implications on portfolio management.

Construction Manager

Losinger Construction AG

August 2005 - August 2009

Losinger Construction AG and and Marazzi Generalunternehmung AG, Department Building Construction, Zurich and Muri (BE)
• Responsibilities: lead and administration of construction projects, lead of planning phases (architects, engineers, expert planners) and execution phases (subcontractors).
• Accomplishments: analysis of complex procedures, meeting deadlines, lead in meetings and negotiations, evaluation of possible options and decision for the most optimal one (optimization).

Project Engineer

Rothpletz, Lienhard + Cie AG

September 2003 - July 2005

Rothpletz, Lienhard + Cie AG, Tunnelling Department, Olten
• Responsibilities: project planning, statics calculations, support of construction projects, submissions and offer analysis.
• Accomplishments: project design, understanding variables in statics calculations (modeling).

Qualifications & Certifications


CFA Institute

Global Finance and Banking

SBS Swiss Business School

Civil Engineering

ETH Eidgenössische Technische Hochschule

Finance and Banking

SBS Swiss Business School

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