Senior Discretionary Portfolio Management
5 days left
Sobre a vaga
Our client is a leader in banking and financial services that can offer you an exciting and truly global career.
- Provide support in the activities related to portfolio management: manage administrative tasks, update databases and manage cash accounts and payment instructions.
- Transpose portfolio manager’s orders to systems, making sure they are executed according to the procedures in place.
- Assist on the administrative tasks related to opening and closing DPM mandates.
- Support the administrative operations linked to the update of client’s investment profiles.
- Guarantee the application of the investment policies and the respect of the investment universe.
- Contribute to keep the databases that monitor DPM activities up-to-date.
- Prepare investment proposals.
- Prepare reports to clients on the performance of their portfolios.
- Prepare investment proposals to be presented to clients.
- Contribute to enhance operational efficiency and to continuously improve DPM activities.
- Take active part in DPM investment strategy definition, by participating in DPM committees.
- +5 years of experience in a similar position
- Bachelor or Master’s degree in Finance or equivalent
- Knowledge of financial instruments and investment services
- Specific knowledge on cross-asset portfolio management strongly valued
- Excellent knowledge in Microsoft office tools, in particular Excel and Access
- VBA coding capabilities are a strong plus
- Excellent communication skills, verbal, written and listening in English. French is a strong plus
- Strong interpersonal and analytical skills
- Strong analysis capacity, rigor and accuracy, dynamism, autonomy, organization and responsibility
- Highly oriented to results
- Capacity to synthetize / simplify
- Ability to adapt to a fast pace and multi-cultural environment
- Passion, tenacity and resilience in an ever-changing context
In case you have the skills required, please send your CV in English to the following email address: email@example.com . Only candidates with the adequate profile will be contacted.