обновлено 3 дня назад
Private Wealth Management, Financial Analyst, Analyst, Amsterdam
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Management Financial Analyst (Asset & Wealth Management): Supporting private wealth advisors by analyzing portfolios, researching investment vehicles, preparing client presentations, and executing portfolio rebalancing with an accent on asset allocation, risk analysis, and client service. Focus on evaluating equity and fixed income investments, monitoring financial markets, and coordinating with product groups to implement tailored wealth management strategies.
Location: Amsterdam, Noord-Holland, Netherlands
Company
is a global investment banking, securities, and investment management firm serving clients, shareholders, and communities worldwide.
What you will do
- Support Private Wealth Advisors in implementing wealth management strategies for high-net-worth clients.
- Analyze equity and fixed income portfolios, including risk, return, and asset allocation characteristics.
- Prepare marketing presentations covering equity, fixed income, and alternative investments.
- Research internal and external investment vehicles and monitor financial market developments.
- Execute portfolio rebalancing, assist with trading, and provide client and team support.
- Coordinate with investment management product groups and relay research and market views to advisors.
Requirements
- Bachelor’s degree and 1–3 years of relevant work experience.
- Fluency in English and Dutch/Flemish is required.
- Proficiency to advanced skills with Excel, PowerPoint, Word, and Outlook.
- Strong organization, attention to detail, communication, judgment, and ability to manage competing deadlines.
- Ability to analyze information independently, work in a fast-paced environment, and build relationships with senior and global stakeholders.
- Commercial awareness, discretion with confidential information, integrity, and ethical standards.
Nice to have
- French language skills.
Culture & Benefits
- Training and professional development opportunities.
- Firmwide networks supporting professional and personal growth.
- Benefits, wellness, personal finance, and mindfulness programs.
- Commitment to diversity, inclusion, and reasonable accommodations during recruitment.
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