Senior Equity Portfolio Manager (M/F)

Banque Internationale à Luxembourg (BIL); Konz; Vor Ort; EUR 85.000 - 110.000; Vollzeit

Zusammenfassung

A leading banking institution in Rheinland-Pfalz is seeking a Senior Equity Portfolio Manager to shape the investment strategy and manage equity funds. The ideal candidate will possess over 7 years of experience in equity analysis and portfolio management with a strong understanding of financial markets. Proficiency in Excel and Bloomberg, alongside fluency in French and English, is required. This position offers opportunities for personal development and supports a diverse company culture.

Qualifikationen

• Minimum 7 years of experience in equity analysis or portfolio management focused on equities.
• Fluent in French & English, both orally and in writing.
• Strong presentation skills and team spirit.

Aufgaben

• Contribute to the definition of the equity strategy with a top-down view.
• Perform equity analysis and provide recommendations.
• Co-manage a UCITS Equity fund based on your analysis.
• Provide client communication on fund performance.

Kenntnisse

Equity analysis

Portfolio management

Communication skills

Quantitative skills

Excel proficiency

Knowledge of financial markets

Ausbildung

Bachelor / Master: BAC +5

Tools

Excel

PowerPoint

Bloomberg

Jobbeschreibung

Overview

Founded in 1856, Banque Internationale à Luxembourg is the oldest multi-business bank in the Grand Duchy. From its foundation, the BIL has always played an active role in the development of the Luxembourg economy. It currently operates in retail, private and corporate banking, as well as on major capital markets. Employing more than 2 000 people, BIL is present in the financial hotspots that are Luxembourg, Switzerland, and China. As a major player in Luxembourg's finance industry and as a signatory of the UN Principles of Responsible Banking, BIL is committed to handing over a responsible and sustainable bank to future generations.

The Senior Equity Portfolio Manager participates in the definition of the bank's investment strategy. Providing inputs to BIL's Asset Allocation Committee, they provide key top-down and bottom-up inputs to define respective portfolios positioning. They will analyze and propose equity investments as well as identifying interesting themes and market trends. They will co-manage the BIL Invest European Equity fund delivering competitive returns. They will ensure proactive communication toward colleagues regarding equity investment strategy and fund performance.

Responsibilities

• Contribute to the definition of the equity strategy supporting a top-down view
• Perform equity analysis of specific sectors and companies within these sectors with the objective to invest and to derive recommendations to advisors and portfolio managers
• Co-management of a UCITS Equity fund on the basis of your analysis
• Ensure specific client communication on fund performance and investment strategy by using our proprietary communication tools
• Provide support to BIL private bankers in their efforts to gain new private client mandates

Skills & Qualifications

• Bachelor / Master: BAC +5, with minimum 7 years of experience in equity analysis or portfolio management with a focus on equities
• Excellent knowledge of financial markets both from a top-down as well as bottom-up point of view
• Efficient in office tools with an emphasis on Excel, PowerPoint, (Visual Basic are a plus) and working knowledge of financial data providers (Bloomberg)
• An understanding of various financial statistics software is appreciated
• Languages: Fluent in French & English both orally and in writing
• Proactive, strong team spirit
• Strong communication and presentation skills
• Strong quantitative skills
• Assertive, flexible and openness to change

Company culture & additional information

BIL offers a broad range of challenging projects and a wide range of career paths. We will assist you in finding the one that best meets your skills and expectations. Your personal development is our priority and we encourage you to explore different business areas for broad experience. BIL is committed to diversity and inclusion and to creating a culture of inclusion with equal opportunities for all.

Note: The selected candidate will be asked to provide an extract from the criminal record (no.3) as evidence of integrity and justified with regard to the specific needs of the position to be filled. Other documents may be collected, to the extent legally permitted, to perform background checks.