Strategic Portfolio Manager

il y a 1 semaine

Luxembourg Siège Lux House beBeeInvestment Temps plein
Senior Investment Analyst

We are actively seeking a skilled and motivated senior investment analyst to join our diverse and inclusive team. As an investment analyst, you will play a crucial role in analyzing, improving, and streamlining our discretionary portfolio management offer and processes.

This position requires a strong analytical mindset, excellent problem-solving skills, and the ability to collaborate effectively with cross-functional teams. You will be part of the squad responsible for developing and maintaining our offer of Discretionary Portfolio Management services and implementing projects in this area.

Responsibilities:

  • Analyze our discretionary portfolio management offer and processes and identify areas for improvement.
  • Gather requirements collaboratively from stakeholders and end-users.
  • Stay informed about the latest market developments, design and propose solutions to enhance our product offering.
  • Transform concepts into business requirements.
  • Collaborate with the team of IT developers for the implementation and testing of solutions.
  • Manage incidents and provide user support.
  • Create and maintain documentation.
  • Manage projects using Agile methodologies and monitor progress.
  • Stay informed about the latest external regulations, risk management, and compliance policies, and ensure that all processes and services adhere to these standards.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum 5 years of relevant professional experience in investments, ideally in a personal banking/private banking context.
  • Being at ease working in a Tech environment.
  • Excellent analytical and problem-solving skills, with the ability to dissect complex problems and provide practical solutions based on data analysis and facts.
  • Excellent communication and collaboration abilities.
  • Good project management skills, with the ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.
  • Proficient in Microsoft Office tools (especially Excel).

Languages: Excellent knowledge of French and a good level in English.

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