Investment Portfolio Analysis Senior Specialist reviewing file deliverables and supporting client communication in financial services. Engaging in team collaboration and improving internal processes with a hybrid work model.
About the role
- Investment Analyst in capital markets supporting research processes, client portfolio management, and specific trading ideas evaluation. Engaging with clients to support strategies in a hybrid work setting.
Responsibilities
- Support our research processes and the maintenance and further development of our products
- Structure client portfolios and evaluate specific trading ideas across equities, options, and futures
- Communicate with clients to support our strategies
- Prepare regular equity screenings and company analyses
- Oversee our strategies in equities, options, and futures trading
- Assist clients with portfolio structuring and asset allocation
- Support our client base with technical and educational queries
- Create presentations, reports, analyses, checklists, and guides for clients using common Office applications
- Continuously develop your knowledge and skills across the capital markets field
Requirements
- Quick comprehension and a strong eye for precision
- Ability to follow established processes and execute them reliably
- Motivation to give your best for our clients every day
- Professional demeanor and a polished appearance
- Business-fluent German, both spoken and written
- Personal experience investing in the stock market
- Degree in Finance or Asset Management is a plus
- Experience in client support or relationship management is an advantage
Benefits
- Secure position: Opportunity to grow together long-term
- Competitive compensation and career opportunities: Good work is rewarded with good pay
- Positive work environment: Our team delights clients every day
- Fully digitized company: No unnecessary procedures or bureaucratic hurdles
- Remote work possible: High flexibility with the option to work from our office in Essen or from home
- Continuous learning: Personal development is very important to us
- Central office & travel allowance: Central location with excellent transport links
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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