Junior Portfoliomanager (w/m/d)
Core
Manage and monitor diversified multi-asset securities portfolios, translating investment committee decisions into client portfolios using batch orders while adhering to specific client constraints.
Role type
Junior portfolio manager (multi-asset)
Builds
Client securities portfolios (equities, bonds, funds)
Domain
Financial services / Wealth Management
Required skills
Portfolio management, Multi-asset allocation, Risk monitoring, Batch order execution, Client constraint adherence, Market research, Data analysis, Presentation creation, Internal/external communication (via careerplan.io/jobs/2763809-junior-portfoliomanager-wmd-at-frankfurter-bankgesellschaft-deutschland-ag)
Preferred skills
Bloomberg, Infront Portfolio Manager, WP2, CFA, CIIA
Technologies
Microsoft Office (Excel, Word, PowerPoint), Bloomberg, Infront Portfolio Manager, WP2
Responsibilities
Monitor diversified multi-asset portfolios and positionings; Translate investment committee decisions into client portfolios; Research market, company, and economic data; Support wealth management advisors with investment proposals; Create presentations and reports.
Seniority
Junior, first professional experience