Portfolio Manager
New Position
Our client, an International Private Banking & Wealth Management Multi-Family Office looking to hire a Portfolio Manager.
He/she is responsible for providing portfolio management services for a team of Private Bankers and their clients across their European markets.
Why should you choose this position?
- Join one of the largest Multi-Family Offices and their dynamic team in Luxembourg
- Stable company, pleasant working environment, good team atmosphere
- Client relationship and consulting experience
- City Central location - Luxembourg
- Attractive position with clear career development potential
- Good work-life balance
Your main duties and responsibilities:
The candidate should be an investment professional with a solid experience in investment advisory and/or portfolio management coupled with regular client interactions.
- Analyze the financial markets as well as all the day-to-day financial news
- Develop and propose sector, and regional asset allocations according to an asset class
- Be in charge of sector coverage and the selection of securities that are part of it
- Be responsible for placing orders directly online via email or via the trading room by telephone or via Bloomberg
- Ensure that the portfolios comply with the strategic and tactical allocation validated by the investment committee
- Daily monitoring of the risk and performance of your portfolios
- Write management reports and market commentaries for various internal and external publications
- Monitoring of external fund solicitations and discussions with sales and comparing their products with our list of funds
- Update of various databases for our information systems
- Creation of client reporting, portfolio consolidation, editing and sending of client invoices, cost & charge reporting
- Monitoring of MiFID developments on the part of portfolio management, ESG etc...
- The successful candidate needs a very good knowledge and understanding of financial instruments (funds, ETFs, structured products, bonds & shares) as well as an excellent command of IT tools, Excel PowerPoint Bloomberg, VBA coding for automation and partner bank platforms.
Education & Qualifications:
- University degree in Finance, Economy or Business Administration
- CFA, MBA degree or other advanced degree is a plus
Experience, skills and competencies required:
- 3 years of experience minimum in Advisory, Discretionary Portfolio Management or Asset Management in a multi-asset context
- Passionate about financial markets
- Client Focused
- Very good generalist knowledge of all asset classes and financial instruments
- Proactive attitude with the ability to demonstrate initiative
- Team player
- Capable of working under pressure and efficiently prioritizing tasks
- English and French (excellent written and oral skills) is mandatory, additional languages would be an asset
Please apply by sending your CV, or contacting michael.mandic@andersonwise.com to be considered in this process.
Your application will be treated with the utmost discretion.
We take your privacy as our utmost concern and we manage your data with the highest degree of confidentiality. Before applying to any of our opportunities, we invite you to read our privacy policy, available on our website.
We are an equal-opportunity employer and welcome candidates from all backgrounds to apply.