Investment Proposal Professional
We are looking for an Investment Proposal Professional to join our Investment Solutions team. In this role, you will be responsible for designing and structuring portfolio proposals for private clients, translating our investment philosophy into actionable strategies.
The successful candidate will demonstrate strong skills in portfolio construction and deep knowledge of financial products. Your work will directly support Relationship Managers and Client Portfolio Specialists in delivering sophisticated investment proposals.
Key Responsibilities:
* Develop investment proposals across asset classes, reflecting client objectives, risk tolerances, our investment view, and product offerings.
* Conduct portfolio construction analysis, including tailored Strategic Asset Allocation (SAA), stress testing, and scenario analysis.
* Collaborate with key partner groups to promote 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.
* Utilize Python to enhance portfolio modeling, automate analytical processes, and develop scalable investment tools.
Requirements:
* Master's degree in Finance, Economics, Engineering, Mathematics, or a related field.
* 2-5 years of experience in an investment role, portfolio analytics.
* Deep understanding of asset allocation principles, portfolio theory, and multi-asset investment strategies.
* Proficiency in Python for financial modeling, data handling, and portfolio analysis; familiarity with VBA is a plus.
* Analytical mindset with excellent problem-solving skills and attention to detail.
* Strong communication and interpersonal skills, capable of translating technical analysis into client-facing materials.
* Fluent in English; knowledge of French or another European language is an advantage.
We offer a dynamic and inclusive work environment where you can grow professionally and personally. We value diversity, equity, and inclusion and strive to create a workplace where everyone feels welcome and empowered to contribute.
A career at our organization means working with a renowned global wealth and asset manager, with a strong focus on sustainable investing. We provide a comprehensive offering of discretionary and advisory portfolio management, wealth services, and custody.
We are committed to excellence, innovation, respect, integrity, and teamwork. Our employees enjoy a range of benefits, including opportunities for professional development and growth, a competitive compensation package, and a supportive work environment.
We are an equal opportunities employer and welcome applications from diverse candidates. Please submit your application, and we will review it in confidence.