13 дней назад
Customized Portfolio Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Customized Portfolio Manager (Multi-Asset Investment Management): Managing discretionary portfolios and dedicated funds while developing tailored investment solutions aligned with client needs, investment strategies, and regulatory requirements with an accent on multi-asset allocation, macroeconomics, and portfolio construction. Focus on monitoring MiFID II compliance, sourcing cross-asset ideas, preparing investment proposals and client reporting, and supporting commercial teams with investment expertise.
Location: Luxembourg (Siège Lux House)
Company
is part of ING’s banking organization, focused on customer-oriented financial services powered by technology and investment expertise.
What you will do
- Manage discretionary portfolios and dedicated funds in line with client profiles, investment strategies, regulatory requirements, and operational processes.
- Monitor discretionary accounts in a MiFID II environment and ensure compliance with investment rules and the approved investment universe.
- Draft investment proposals and contribute to the design and maintenance of model portfolios.
- Source new investment ideas and develop cross-asset solutions for customized portfolios.
- Prepare recurring and ad hoc client reporting, contribute to investment committees, and communicate portfolio strategies and results.
- Support commercial teams through presentations, training sessions, and expertise in asset allocation and multi-asset solutions.
Requirements
- Master’s degree and 5–7 years of experience in discretionary portfolio management, including bank mandates, life insurance, or dedicated UCITS/AIF funds.
- Strong knowledge of multi-asset investing and a solid understanding of macroeconomics.
- Strong communication skills, including the ability to simplify complex investment topics and support commercial teams.
- Fluent French and English required.
- Team spirit, autonomy, a proactive mindset, and the ability to collaborate in a complex, fast-changing environment.
Nice to have
- Knowledge of Dutch, German, and/or Luxembourgish.
- CFA designation.
Culture & Benefits
- Customer-focused environment powered by technology and investment expertise.
- Collaborative work with investment specialists, commercial teams, management companies, and external stakeholders.
- Encouragement to challenge the status quo and propose creative solutions.
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