Investment Analyst

Athora Belgium; Brussel Hoofdstad; Sur place; EUR 70 000 - 95 000; Plein temps

Avantages offerts par ce poste

Permanent contract

Athora Academy

Flexible hours

Teleworking up to 3 days/week

39+ holidays

Salary package

Central Namur-area location

Parking facilities

Résumé du poste

Athora Belgium's Investment Office seeks an Investment Analyst to support the execution of the investment strategy and contribute to portfolio oversight. You will analyse opportunities, monitor risk, and collaborate with internal teams and global partners.

With 3–5 years in investment banking, institutional investing or portfolio management, you will work on ALM, private assets and liquidity management, using Bloomberg and market data to drive insights and recommendations.

Qualifications

• Master's degree in Economics, Finance, Business Administration or related field.
• 3–5 years of relevant experience in investment banking, institutional investing or portfolio management.
• Strong understanding of financial markets, products and derivatives.
• Fluent in English; Dutch and/or French a plus.
• Experience using Bloomberg or similar market databases.
• Interest in ALM and Private Market investments (Private Credit/Equity, Infra, Real Assets).
• Analytical, structured, detail-oriented with an entrepreneurial mindset.
• Excellent writing, communication and presentation skills.
• Ability to build relationships with internal/external stakeholders, including Apollo Global Asset Management.
• Willingness to pursue CFA/CAIA/VBA or equivalent.

Responsabilités

• Preparing investment analyses, recommendations and presentations for ALCO and senior stakeholders.
• Monitoring portfolio performance, risk metrics and compliance with mandates and asset allocation.
• Supporting portfolio construction, strategic asset allocation reviews and scenario analyses.
• Due diligence on funds, strategies and external asset managers.
• Monitoring markets and translating findings into actionable insights.
• Assessing private market investments (Private Credit, Private Equity, Infrastructure, Real Assets).
• Supporting ALM analyses to align investment strategy with liabilities.
• Collaborating with Risk, Finance, Actuarial, Legal and Operations.
• Maintaining relationships with external asset managers and market participants.
• Optimising investment processes, reporting frameworks and analytics through data/digital tools.

Connaissances

Financial markets

Derivatives

ALM interest

Portfolio management

Analytical thinking

Communication skills

Stakeholder management

Bloomberg proficiency

English fluency

Dutch/French a plus

Formation

Master's degree in Economics/Finance/Business/Investment Management

Outils

Bloomberg Terminal

Description du poste

As an Investment Analyst, you will join Athora Belgium’s Investment Office, a team of five investment professionals with expertise across ALM, return-seeking assets, private assets and liquidity management. Reporting to the Head of Investments, you will support the execution of the investment strategy, contribute to portfolio oversight and optimisation, and help balance return objectives, risk management and regulatory requirements.

This role offers an excellent opportunity to further develop your investment expertise, engage with key financial centers globally including London, New York and Zurich and invest in directly originated private investment opportunities in partnership with leading global asset managers, including Apollo Global Asset Management.

Athora Belgium is part of Athora Group, a leading European life insurance consolidator with offices in Ireland, UK, Netherlands, Germany, and Italy.

Your Responsibilities

• Preparing investment analyses, recommendations and presentations for management and the Asset & Liability Committee (ALCO) and other senior stakeholders.
• Monitoring portfolio performance, exposures, risk metrics and compliance with approved investment mandates and strategic asset allocation.
• Supporting portfolio construction activities, strategic asset allocation reviews, scenario analyses and other investment -related projects.
• Conducting qualitative and quantitative due diligence on investment funds, investment strategies and external asset managers.
• Monitoring financial markets, economic trends and investment opportunities, and translating findings into relevant investment insights and recommendations.
• Contributing to the assessment, monitoring and performance review of private market investments, including Private Credit, Private Equity, Infrastructure and Real Assets.
• Supporting Asset Liability Management (ALM) analyses to ensure alignment between investment strategy and insurance liabilities.
• Collaborating closely with internal stakeholders, including Risk Management, Finance, Actuarial, Legal and Operations teams.
• Maintaining effective relationships with external asset managers, investment funds, advisors and other market participants.
• Optimisation of investment processes, reporting frameworks and analytical tools through the use of technology and data driven solutions.

Your profile

• You hold a master’s degree in Economics, Finance, Business Administration, Investment Management or a related field.
• You have 3 to 5 years of relevant professional experience in investment banking, institutional investing, portfolio management or a related environment.
• You have a strong understanding of financial markets, investment products and derivatives.
• You are fluent in English, both written and spoken. Knowledge of Dutch and/or French is considered a plus.
• You are comfortable using Bloomberg and/or other financial market databases to analyse market development and able translate complex financial analyses into clear and actionable recommendations.
• You have a strong interest in Asset Liability Management (ALM) and/or Private Market investments, including Private Credit, Private Equity, Infrastructure and Real Assets.
• You are analytical, structured and detail-oriented, with sound judgement and a entrepreneurial mindset .
• You possess excellent writing, communication and presentation skills.
• You are able to build and maintain effective relationships with a wide range of internal and external stakeholders, including Apollo Global Asset Management (Athora’s strategic asset management partner) .
• You are committed to continuous professional development and are willing to further deepen your investment expertise.
• You hold, or are willing to pursue, a relevant professional qualification such as CFA, CAIA, VBA or an equivalent certification.

Good reasons to join us

• A permanent employment contract.
• A company on a human scale within a dynamic group where you can rapidly have an impact.
• Accessible management close to staff and a pleasant working environment.
• Many opportunities for development, thanks in particular to our Athora Academy.
• Balance between professional life and private life with generous holidays (at least 39 days a year), flexible working hours and up to 3 days’ teleworking a week.
• An attractive salary package plus various fringe benefits.
• Modern, bright offices conducive to collaboration.
• A central location in the Porte de Namur district, accessible by train and public transport and with parking facilities available if needed.

Last but not least… a sunny terrace, afterworks between colleagues, teambuildings, an annual staff day and many other events to discover…

If you are looking for a friendly organization with a human face and attach value to cooperation and helping one another, you have come to the right address.