Investment Strategy Specialist (d/m/w)

offene-stellen-angebote.de

Germany
Hybrid
Investment strategy
Model portfolios
Fixed-income and equity recommendations
The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View 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 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, identifying suitable individual stocks for sideways strategies.
  • The company offers a wide range of benefits covering professional and personal needs, including mental health support, physical fitness programs, social networking opportunities, and financial security.

Matching Summary

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

Skills & Requirements

Must-have

  • Investment strategy
  • Model portfolios
  • Fixed-income and equity recommendations
  • Quantitative assessment
  • Capital market knowledge

Nice-to-have

  • Customer needs understanding
  • Structured and goal-oriented work
  • Team player
  • Proactive initiative

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