Job Description
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The role of Investment Specialist can be summarized as two main areas of activities: Production and Articulation & Client Interaction. In the Production area, the Investment Specialist team delivers information and material around products and portfolios. This includes preparing, enriching, and keeping material up to date, producing high-quality portfolio reporting, analyzing portfolio historical data, and assisting investment specialists with client inquiries. The Articulation & Client Interaction area involves interacting directly with internal and external stakeholders to communicate on portfolio activities.
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Required Skills and Qualifications
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* In-depth knowledge of financial markets, preferably with experience in ESG (Environmental, Social, and Governance).
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* Strong work ethic, drive, and ambition.
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* Able to work effectively as part of a team.
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* Proactive and able to work autonomously.
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* Concern for order and attention to detail.
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* Independent thinking.
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* Ability to work under time pressure and meet deadlines.
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* Proficient in Microsoft Office tools, including PowerPoint, Excel, Word, and data extraction tools.
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* Strong proficiency in programming languages such as Visual Basic, Python, and Tableau.
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Benefits
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This position offers the opportunity to develop your skills and expertise in a dynamic and challenging environment. You will have the chance to work on various projects, interact with colleagues and clients, and contribute to the success of the organization.
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Others
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As an Investment Specialist, you will be required to adhere to existing procedures and regulations, and comply with local specific regulations and corporate policy.
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