Investment Proposal Specialist
We are seeking a highly skilled Investment Proposal Specialist to join our Investment Solutions unit. This role requires the ability to design and structure portfolio proposals for private clients, translating our firm's house view into actionable investment strategies.
About the Role:
* Develop investment proposals across asset classes, reflecting client objectives, risk tolerances, and investment offerings.
* Conduct portfolio construction analysis, including tailored strategic asset allocation, stress testing, and scenario analysis.
* Collaborate with key partner groups such as Portfolio Management and Product Offering to act as an ambassador of our investment offerings.
* Build strong relationships with Relationship Managers and Client Portfolio Specialists.
* Create investment decks and supporting materials that communicate complex ideas clearly and effectively.
Your Profile:
* A Master's degree in Finance, Economics, Engineering, Mathematics, or a related field is required.
* 2–5 years of experience in an investment role, portfolio analytics is preferred.
* A deep understanding of asset allocation principles, portfolio theory, and multi-asset investment strategies is essential.
* Proficiency in Python for financial modeling, data handling, and portfolio analysis; familiarity with VBA is a plus.
* An analytical mindset with excellent problem-solving skills and attention to detail is necessary.
* Strong communication and interpersonal skills, capable of translating technical analysis into client-facing materials.
* Fluency in English is mandatory; knowledge of French or another European language is an advantage.
Benefits and What We Offer:
* A dynamic and supportive work environment.
* The opportunity to work on challenging projects and develop your skills.
* A competitive salary and benefits package.
* Ongoing training and professional development opportunities.
* The chance to work with a talented team of professionals who share your values and passion for delivering exceptional results.