7 дней назад
Private Wealth Management, Financial Analyst, Analyst, Amsterdam
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Wealth Management Financial Analyst (Asset Management): Supporting Private Wealth Advisors by analyzing portfolios, researching investment vehicles, preparing client presentations, and executing portfolio rebalancing with an accent on equity, fixed income, alternative investments, and asset allocation. Focus on assessing risk and return, monitoring financial market developments, relaying research views, and providing trading and client service support.
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.
- Research internal and external investment vehicles and monitor financial market developments.
- Prepare marketing presentations covering equity, fixed income, and alternative investment components.
- Execute portfolio rebalancing and assist with trading activities.
- Relay firm research and market views while providing client service and team support.
Requirements
- Bachelor’s degree.
- 1–3 years of relevant professional experience.
- Fluency in English and Dutch or Flemish is required.
- French language skills are a bonus.
- Proficiency to advanced skills in Excel, PowerPoint, Word, and Outlook.
- Strong organization, communication, analytical judgment, attention to detail, and ability to manage competing deadlines in a fast-paced environment.
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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