Manager under personalized mandate (F/H) - VEGA IS

Natixis; Paris; Hybrid; EUR 120,000 - 180,000; Full time

Job summary

VEGA Investment Solutions in Paris seeks an experienced portfolio manager to execute strategy under mandate and manage client portfolios. You will join a global team, analyze equities, select securities across Europe and the US, and participate in UCITS and arbitration discussions.

You will ensure compliance with investment processes and risk controls while handling client proposals, reports and new business with bankers. Travel is expected in a hybrid setup.

Qualifications

• With a higher education, you have at least 10 years of experience in similar positions and notably in portfolio management (OPC, GSM, consulting and quantitative research).
• You master: Personalized management under mandate; the commercial and educational aspect; financial markets.
• Excellent interpersonal skills and ability to work in a team environment.

Responsibilities

• Operationalize VEGA IS strategy in portfolio management and contribute to the content of its publications.
• Actively participate in management committees: analysis of equities and selection of European and American securities, UCITS committee involvement.
• Contribute to decision-making on arbitration and monitor portfolio performance.
• Ensure compliance with investment processes and risk controls in relation to client objectives.
• Manage the entire customer relationship: appointments, investment proposals, reports, and client acquisition with bankers.
• Provide necessary market elements to support team for investment proposals and tenders.
• Participate in customer and prospect events.

Skills

Portfolio management

Analytical abilities

Teamwork

English proficiency

Education

Higher education

Job description

• Permanent
• 21912
• Paris

Company Description

Specializing in financial savings, VEGA Investment Solutions prioritizes wealth management based on strong convictions, which it expresses through its four core business areas: Discretionary Management / Collective Management / Fund Advisory and Selection / Premium Advisory Management.
Recognized for the quality of its 'growth' management in European equity markets, the company also stands out for its expertise in bond markets, diversified strategies, and private assets. Thanks to its dynamic allocator approach and over 20 years of experience in advisory and fund selection in an open architecture, VEGA Investment Solutions selects and assembles, based on its analysis, the best expertise from both listed and unlisted universes to build clear and efficient solutions that meet the expectations of all its clients.

Job Description

You join the team of management under a personalized mandate as manager.

On a daily basis, your tasks are to:

• Operationalize VEGA IS strategy in portfolio management and contribute to the content of its publications;
• Actively participate in management committees: analysis of equities and selection of European and American securities, participation in the UCITS selection committee and contributing to decision-making on arbitration;
• Make the trade-offs and ensure rigorous monitoring of portfolio performance;
• Ensure compliance with the VEGA IS investment process and the implementation of management committee decisions, while ensuring compliance with VEGA IS risk control and monitoring systems (compliance with allocations, model portfolios, risk limits, etc.) in relation to the objectives defined with the client;
• Manage the entire customer relationship: appointments, investment proposals, production of specific management reports, and acquisition of new clients alongside bankers;
• Provide the necessary elements in terms of specifications and market elements to the VEGA IS support team, for drafting investment proposals and responding to calls for tenders.
• Participate in customer and prospect events.

You work in an international environment, within a community of experts who place excellence, impact and collective action at the heart of everything they do.

#TransformatveFinance

This position is based in Paris (travel is expected) with the possibility of working from home.

As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development and training programs allow you to grow and flourish throughout your journey.

You work in a hybrid, inclusive and collaborative working environment.

You also have the opportunity to engage in favor of society and causes that are important to you through our corporate foundation.

About the recruitment process

You will be contacted by one of our recruiters before meeting our business experts (manager, team member or business sector).

Automatic translation

Company Description

Specializing in financial savings, VEGA Investment Solutions prioritizes wealth management based on strong convictions, which it expresses through its four core business areas: Discretionary Management / Collective Management / Fund Advisory and Selection / Premium Advisory Management.
Recognized for the quality of its 'growth' management in European equity markets, the company also stands out for its expertise in bond markets, diversified strategies, and private assets. Thanks to its dynamic allocator approach and over 20 years of experience in advisory and fund selection in an open architecture, VEGA Investment Solutions selects and assembles, based on its analysis, the best expertise from both listed and unlisted universes to build clear and efficient solutions that meet the expectations of all its clients.

Job Description

You join the team of management under a personalized mandate as manager.

On a daily basis, your tasks are to:

• Operationalize VEGA IS strategy in portfolio management and contribute to the content of its publications;
• Actively participate in management committees: analysis of equities and selection of European and American securities, participation in the UCITS selection committee and contributing to decision-making on arbitration;
• Make the trade-offs and ensure rigorous monitoring of portfolio performance;
• Ensure compliance with the VEGA IS investment process and the implementation of management committee decisions, while ensuring compliance with VEGA IS risk control and monitoring systems (compliance with allocations, model portfolios, risk limits, etc.) in relation to the objectives defined with the client;
• Manage the entire customer relationship: appointments, investment proposals, production of specific management reports, and acquisition of new clients alongside bankers;
• Provide the necessary elements in terms of specifications and market elements to the VEGA IS support team, for drafting investment proposals and responding to calls for tenders.
• Participate in customer and prospect events.

You work in an international environment, within a community of experts who place excellence, impact and collective action at the heart of everything they do.

#TransformatveFinance

This position is based in Paris (travel is expected) with the possibility of working from home.

As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development and training programs allow you to grow and flourish throughout your journey.

You work in a hybrid, inclusive and collaborative working environment.

You also have the opportunity to engage in favor of society and causes that are important to you through our corporate foundation.

About the recruitment process

You will be contacted by one of our recruiters before meeting our business experts (manager, team member or business sector).

Automatic translation

Required Skills/Qualifications/Experience

About you: If you recognize yourself in the following description, you are made to work with us!
With a higher education, you have at least 10 years of experience in similar positions and notably in portfolio management (OPC, GSM, consulting and quantitative research).
You master:

• Personalized management under mandate;
• The commercial and educational aspect;
• Financial markets.

You have excellent interpersonal skills, a very good ability to listen; you are:

• Recognized for your taste for teamwork;
• Appreciated for your analytical abilities.

You master English with a B2 level.
Travel is to be expected.

Automatic translation