Multi-Asset Discretionary Portfolio Analyst - Associate
Deutsche Bank is a global banking and financial services company, and they are seeking a Multi-Asset Discretionary Portfolio Analyst. This role involves supporting portfolio managers in servicing client portfolios and requires a strong desire for the breadth of the role, contributing to both day-to-day administration and high-level portfolio management.
Responsibilities
- Assist the portfolio managers in managing and servicing the discretionary portfolio management (DPM) clients
- Adhere to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following high risk media (HRM) policy
- Assist the portfolio managers in coordinating overall investment strategy and portfolio construction in line with the overall strategic asset allocation
- Diligent in keeping controllable expenses such as overdrafts, errors, and claims to a minimum
- Responsible for trust investment committee (TIC) and investment advisory committee (IAC) documentation including the APT risk questionnaire
- Demonstrate knowledge and understanding of the DPM platform
Skills
- Undergraduate degree in a finance-related field and a strong desire to increase your investing knowledge
- Highly proficient with Microsoft Word, Excel, PowerPoint
- Organized professional who demonstrates sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results
- Relationship builder who develops trust and respect with internal and external stakeholders
- An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, and able to drive decisions forward
Benefits
- Health and wellbeing benefits
- Retirement savings plans
- Parental leave
- Family building benefits
- Educational resources
- Matching gift
- Volunteer programs
Company Overview