Customized Portfolio Manager
Core
Managing discretionary portfolios and dedicated funds in line with client needs, investment strategy, and regulatory requirements.
Role type
Customized Portfolio Manager
Builds
Tailored investment solutions and dedicated funds
Domain
Asset Management / Wealth Management
Deliverable
Production ML models | product features | dashboards & analysis | client delivery
Required skills
Discretionary portfolio management, Multi-asset knowledge, Macroeconomics, Regulatory compliance (MiFID II), Client reporting, Investment committee participation
Preferred skills
CFA designation, Dutch, German, Luxembourgish
Technologies
None stated
Responsibilities
Monitor discretionary accounts and ensure compliance with investment rules and client profiles; Manage dedicated funds in full regulatory compliance; Draft investment proposals for discretionary mandates; Contribute to the design and updating of model portfolios; Prepare ad hoc and recurring reporting for clients; Support the commercial force through presentations and investment expertise
Seniority
Mid-Senior (5-7 years experience)