The role focuses on integrating into the team for the origination and management of private investments for insurance and pension clients
Job Summary
The role focuses on integrating into the team for the origination and management of private investments for insurance and pension clients.
Candidates must prepare summaries for investors, defend investment decisions, and ensure compliance with Solvency II and Prudent Person Principle frameworks.
Proficiency in SQL, VBA, and Excel is mandatory for data manipulation, portfolio reporting, and modeling of private investment portfolios.
Matching Summary
The role focuses on integrating into the team for the origination and management of private investments for insurance and pension clients.
Skills & Requirements
Must-have
3+ years investment experience
Private investments origination
Solvency II regulation knowledge
SQL VBA Excel proficiency
Fixed income principles understanding
Nice-to-have
Strong work ethic and self-starter
Ability to perform under high pressure
Cross-functional collaborative approach
Client relationship management skills
German language fluency
Key Requirements
3+ years relevant experience
Understanding of Solvency II Standard Formula
Fluency in English, German, and one other European language
Experience with alternative investments
Excellent academic background in finance or economics