Investment Strategy Specialist (d/m/w)

portal2go.de

Germany
Hybrid
Investment strategy
Model portfolios
Equity recommendations
The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German home market and the investment process for the PrivatMandat Aktiv (PMA) service

Job Summary

  • The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German home market and the investment process for the PrivatMandat Aktiv (PMA) service.
  • You will be responsible for the quantitative assessment process for certificate solutions in the secondary market business (initially discount certificates) for the PMA service and their internal communication.
  • The company offers a wide range of benefits covering professional and personal needs, including support for mental health, physical fitness, social networking, and financial security.

Matching Summary

The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German home market and the investment process for the PrivatMandat Aktiv (PMA) service.

Skills & Requirements

Must-have

  • Investment strategy
  • Model portfolios
  • Equity recommendations
  • Certificate solutions
  • Capital market knowledge

Nice-to-have

  • Customer needs understanding
  • Structured work approach
  • Proactive initiative
  • Team player
  • Positive attitude

Key Requirements

  • University degree in Economics, Finance, or Management
  • Proficient in Microsoft PowerPoint, Excel, and Word
  • Fluent German and English
  • Work authorization for Germany

Work Rights

Not specified

Tailored Resume

Cover Letter