Provide an active input to asset allocation, portfolio construction, risk management, management of client inquiries, coordination of client meetings and representation in client investment committees
Prepare model or real portfolios, with focus on various asset classes, including multi-asset portfolios
Client interactions and meetings
Taking part in projects focusing on sustainability elements for company funds / portfolios
Requirements :
3+ years of experience in financial planning and investment, preferably at an asset management firm
Master’s degree
Investment Advisory license issued by KNF
Certification in CFA, CFP or CAIA
Broad understanding of various types of securities, insurance, and mutual fund industries
Expertise in investment strategy and process, performance measurement and risk management
Strong organizational and analytical skills, and attention to detail
Ability to work in a fast-paced and dynamic environment
Personal integrity and an ability to maintain confidentiality of company and client information
Asset Management / Financial Services.The role is part of a central change management team responsible for driving global transformation initiatives across the organization.Business and organizatio...Show moreLast updated: 30+ days ago
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New!
Marketing Associate, Warsaw
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