Investment & Portfolio Manager
Core
Forming, managing, and protecting the company's investment portfolio with a focus on capital protection, jurisdictional, and tax efficiency in the EU.
Role type
Senior Investment & Portfolio Manager
Builds
Multi-asset investment portfolios (Equities, Fixed Income, ETFs, Crypto) for the company
Domain
Corporate Finance / Investment Management / EU Regulatory Compliance
Required skills
Multi-asset portfolio allocation and rebalancing, Portfolio accounting and reporting (NAV, P&L, Yield, TWR/MWR, TER, Sharpe Ratio, VaR), EU jurisdictional investing expertise (MiFID II, PRIIPs, UCITS ETFs), International banking and non-banking infrastructure management, Cryptocurrency investment instruments knowledge, Due diligence and risk assessment for financial institutions, Advanced financial modeling and data consolidation in Excel/Google Sheets
Preferred skills
Investment Policy Statement (IPS) development, CFA/FRM/CTP/ACT certifications, IFRS 9 knowledge, Corporate tax structuring (CFC, WHT optimization, DTT)
Technologies
Excel, Google Sheets, UCITS ETFs, Crypto Earn products, Stablecoins
Responsibilities
Develop and update the company's Investment Policy Statement (IPS), Structure the investment portfolio by instruments, jurisdictions, and risks, Manage asset allocation, buying/selling, and rebalancing, Consolidate data and maintain internal financial reporting for the portfolio, Manage risks and conduct due diligence on counterparties (banks, brokers, platforms)