Portfolio Analyst Investment - Versicherung (w/m/d)
Core
Portfolio analyst supporting the back office of corporate pension products, focusing on bond funds, concept analysis, and fund controlling.
Role type
Portfolio Analyst (Back Office)
Builds
Investment portfolios for corporate pension products
Domain
Insurance / Asset Management / Fixed Income
Required skills
Bond fund analysis, Fund controlling, Portfolio strategy development, Market data analysis, Report writing, Asset valuation, Trade execution (funds and name securities), Regulatory compliance monitoring
Preferred skills
Front/Middle office experience, Economic studies with capital market focus, Independent work
Technologies
N/A
Responsibilities
Monitor implementation of investment policies and strategies in special funds, Act as contact point for asset managers and fund administration companies, Evaluate and analyze fund concepts, Prepare market data and analyses, Develop proposals for investment and hedging strategies, Execute purchase, valuation, and sale of fund shares and name securities, Create comprehensive reports on investment activity and portfolio development
Seniority
Mid-level, hands-on IC