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
Deutsche Bank is an investment bank that offers financial products and services to corporate and institutional clients. It was founded in 1870, and is headquartered in Frankfurt, Hessen, DEU, with a workforce of 10001+ employees. Its website is https://www.db.com.
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