Asset Management officer

TN France; Metz; Sur place; EUR 45 000 - 70 000; Plein temps

Résumé du poste

An established industry player is seeking an Asset Management Officer to oversee investment strategies and enhance portfolio management processes. In this role, you'll monitor portfolio performance, support investment evaluations, and liaise with clients to ensure compliance with regulatory requirements. The ideal candidate will possess strong analytical and communication skills, alongside a solid understanding of financial instruments. Join a forward-thinking firm that values accountability and offers a collaborative environment where your expertise can make a significant impact.

Qualifications

• Understanding of investment strategies and financial instruments.
• Relevant experience in Asset Management or UCITS environment.

Responsabilités

• Supervise investment strategies and portfolio performance.
• Prepare and monitor performance reports for clients.

Connaissances

Investment Strategies

Analytical Skills

Communication Skills

Presentation Skills

Formation

Degree in Finance or related field

Outils

MS Office

Excel

Description du poste

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Bankinter Luxembourg, a leading private bank in Luxembourg, is looking for an Asset Management Officer.

Roles and Responsibilities:

1. Supervise and monitor investment strategies and portfolio performance in compliance with regulatory requirements.
2. Support the evaluation of investment and divestment opportunities proposed to the Investment Committee (IC) and Investment advisors.
3. Implement improvements to Portfolio Management (PM) processes and identify and execute ad hoc Portfolio Management projects.
4. Identify and document client investment strategies and key performance indicators (KPIs).
5. Liaise with internal and external clients.
6. Prepare and monitor performance reports.

Personal Profile:

• Good understanding of investment strategies, financial instruments, and the organization of delegates' fund structures.
• Relevant professional experience in an Asset Manager / UCITS, AIF environment.
• Strong analytical skills.
• Excellent communication and presentation skills.
• Proficient in MS Office, particularly Excel; programming skills are a plus.
• Responsible and accountable.