Senior Equity Portfolio Manager

Nationale-Nederlanden; Warszawa; Hybrid; PLN 420,000 - 560,000; Full time

Benefits offered by this job

Private medical care

Life insurance

Sports card

Flexible benefits platform

Job summary

Nationale-Nederlanden in Warsaw is seeking a senior asset manager to oversee a designated portion of equity portfolios across OFE, DFE and PPK funds. You will build active positions, balance returns, risk, liquidity and benchmarks, and conduct fundamental stock selection on Warsaw Exchange and European/US listings.

You will contribute to portfolio construction and strategy, monitor performance drivers, participate in governance and stewardship, and collaborate with the investment team to enhance

Qualifications

• At least 10 years of professional experience in asset management, including a minimum of 5 years of independent equity portfolio management.
• Strong expertise in fundamental analysis, financial modelling, earnings forecasting and company valuation.
• Excellent knowledge of the Warsaw Stock Exchange and developed international equity markets.
• A portfolio management mindset with the ability to assess the impact of investment decisions on portfolio performance, risk and liquidity.
• Strong decision-making skills and the ability to operate effectively in dynamic market environments.
• The confidence to present, defend and challenge investment ideas through constructive discussion.
• Excellent command of English.
• Practical experience with Bloomberg and/or LSEG Workspace.

Responsibilities

• Managing a designated part of the equity portfolios across OFE, DFE and PPK funds.
• Building active investment positions and sector exposures while balancing expected returns, risk, liquidity and benchmark considerations.
• Conducting fundamental analysis and stock selection across sectors, covering companies listed on the Warsaw Stock Exchange as well as international markets, primarily in Europe and the United States.
• Preparing investment analyses and recommendations, and monitoring investment theses.
• Contributing to portfolio construction, tactical asset allocation and overall investment strategy.
• Analyzing portfolio performance drivers and risk factors.
• Participating in corporate governance and stewardship activities related to portfolio holdings.
• Collaborating closely with the investment team to enhance investment processes and analytical capabilities.

Skills

Equity portfolio management

Fundamental analysis

Financial modelling

Earnings forecasting

Company valuation

English proficiency

Stock selection

Tools

Bloomberg

LSEG Workspace

Job description

• Managing a designated part of the equity portfolios across OFE, DFE and PPK funds.
• Building active investment positions and sector exposures while balancing expected returns, risk, liquidity and benchmark considerations.
• Conducting fundamental analysis and stock selection across sectors, covering companies listed on the Warsaw Stock Exchange as well as international markets, primarily in Europe and the United States.
• Preparing investment analyses and recommendations, and monitoring investment theses.
• Contributing to portfolio construction, tactical asset allocation and overall investment strategy.
• Analyzing portfolio performance drivers and risk factors.
• Participating in corporate governance and stewardship activities related to portfolio holdings.
• Collaborating closely with the investment team to enhance investment processes and analytical capabilities.

Your responsibilities

• Managing a designated part of the equity portfolios across OFE, DFE and PPK funds.
• Building active investment positions and sector exposures while balancing expected returns, risk, liquidity and benchmark considerations.
• Conducting fundamental analysis and stock selection across sectors, covering companies listed on the Warsaw Stock Exchange as well as international markets, primarily in Europe and the United States.
• Preparing investment analyses and recommendations, and monitoring investment theses.
• Contributing to portfolio construction, tactical asset allocation and overall investment strategy.
• Analyzing portfolio performance drivers and risk factors.
• Participating in corporate governance and stewardship activities related to portfolio holdings.
• Collaborating closely with the investment team to enhance investment processes and analytical capabilities.

Our offer is for you if you have

• At least 10 years of professional experience in asset management, including a minimum of 5 years of independent equity portfolio management.
• Strong expertise in fundamental analysis, financial modelling, earnings forecasting and company valuation.
• Excellent knowledge of the Warsaw Stock Exchange and developed international equity markets.
• A portfolio management mindset with the ability to assess the impact of investment decisions on portfolio performance, risk and liquidity.
• Strong decision-making skills and the ability to operate effectively in dynamic market environments.
• The confidence to present, defend and challenge investment ideas through constructive discussion.
• Excellent command of English.
• Practical experience with Bloomberg and/or LSEG Workspace.

Nice to have

• Investment Advisor License.
• CFA designation or other recognized investment qualifications.
• Experience managing assets within large institutional investment organizations.
• Knowledge of corporate governance and stewardship practices.

What we offer

• A competitive compensation package, including a performance-based bonus linked to investment results and individual contribution.
• The opportunity to co-manage the largest Open Pension Fund (OFE) in Poland.
• Significant autonomy and direct impact on portfolio construction and investment strategy.
• A collaborative environment built on open communication, intellectual curiosity and merit-based discussions.
• The opportunity to shape and improve investment processes, tools and methodologies.
• Access to leading market data and analytical platforms, along with support for professional development and continued learning.
• A hybrid working model and a modern office located in Warsaw's Powiśle district.
• A comprehensive benefits package including private medical care, life insurance, sports card and a flexible benefits platform.