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Investment specialist (w/m/d) parttime/fulltime

Basel
Helvetia Schweizerische Versicherungsgesellschaft AG
Inserat online seit: 10 Juni
Beschreibung

Ph3Do you want to help shape investment outcomes that matter – with real impact on balance sheets, sustainability, and long term value creation? /h3pIn this role, you will contribute to the design and active management of investment mandates across public and private markets. Operating at the crossroads of investment strategy, portfolio oversight, and governance, you will translate strategic, regulatory, and ALM requirements into robust mandate frameworks, collaborate closely with internal and external asset managers, and support sound, forward looking investment decisions. /ph3Your responsibility /h3ulliContribute to the design of binvestment mandates /b across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance‑specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.) /liliEnsure bmandate oversight /b, monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers /liliSupport efficient asset steering through bactive /b bmandate management /b, including the preparation of assessments and recommendations for investment decisions /liliCollaborate with internal stakeholders to badapt mandate guidelines proactively /b in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues /liliSupport bmake‑or‑buy recommendations /b for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness /liliCoordinate mandate changes, including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation /liliPrepare bdocumentation and presentations /b for investment committees and other governance bodies /liliContribute to ensuring that the Investment Mandates Responsible Investment department acts as the bcentral mandate owner and knowledge hub /b, maintaining governance, consistency, and alignment across mandates /li /ulh3Your qualification /h3ulliMaster’s degree in Economics, Finance, or related field; CFA or equivalent designation preferred /lili5‑10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives /liliBroad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets /liliInsurance‑specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering /liliOversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers /liliTechnical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation /liliExperience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage /liliFamiliarity with ESG frameworks is an advantage /liliMotivated individual with good stakeholder management and collaboration skills /liliFluent in German and English /liliWell‑connected within the asset management industry /li /ul /p #J-18808-Ljbffr

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