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Portfolio Management Specialist M/F
CDI
Indosuez Wealth Management
Fonction
Finance - Audit - Comptabilité - Gestion
Lieu
—
Expérience
—
Rémunération
€ –
€ /
Début
Mon, 06 Apr 2026 07:40:21 Z
Permis B
Non requis
Description de l'offre
Reporting to the Head of Investment Management Asia, you will be supporting the Investment Management team with a strong focus on discretionary portfolio management (DPM) activities across Asia.
The role combines portfolio support, data analytics and business improvement. You will contribute to investment reporting, data analysis and process improvement, and enhance the efficiency of the investment management business line.
Key Responsibilities:
Portfolio Management Support
Support day-to-day portfolio management activities for the DPM team, including opening/closing accounts, operational matters.
Execute asset allocation and investment strategies as directed by central and regional investment committees across equities, fixed income, funds, structured products, and foreign exchange for discretionary portfolios.
Support preparation of marketing proposals, presentation materials, and daily/weekly market commentary for internal and client communications.
Ensure accuracy and timely updates in portfolio performance – Prepare regular and ad-hoc investment review reports for clients
Strong exposure to portfolio construction, portfolio management and risk management process
Develop and enhance risk management & investment management tools for DPM team, to enhance local risk management framework
Reporting & Analytics
Extract and analyze financial data for portfolio reviews, campaign targeting and business intelligence purposes.
Providing business management analytics to track Investment Management activity, profitability initiatives, and support financial follow-up and business reporting.
Provide cross-coverage support for team members as required and implementation of key business initiatives.
Process Improvement & Tool Automation
Identify opportunities to improve existing workflows and reduce manual processes
Develop automation tools (e.g., Excel VBA, PowerPoint, Access) for the team and enhance existing tools/solutions to increase operational efficiency.
Create and maintain on-demand tools tailored to specific business needs.
Collaborate with stakeholders across various teams and participate in Investment Management scope business initiatives and projects as required.
Reporting to the Head of Investment Management Asia, you will be supporting the Investment Management team with a strong focus on discretionary portfolio management (DPM) activities across Asia.
The role combines portfolio support, data analytics and business improvement. You will contribute to investment reporting, data analysis and process improvement, and enhance the efficiency of the investment management business line.
Key Responsibilities:
Portfolio Management Support
Support day-to-day portfolio management activities for the DPM team, including opening/closing accounts, operational matters.
Execute asset allocation and investment strategies as directed by central and regional investment committees across equities, fixed income, funds, structured products, and foreign exchange for discretionary portfolios.
Support preparation of marketing proposals, presentation materials, and daily/weekly market commentary for internal and client communications.
Ensure accuracy and timely updates in portfolio performance – Prepare regular and ad-hoc investment review reports for clients
Strong exposure to portfolio construction, portfolio management and risk management process
Develop and enhance risk management & investment management tools for DPM team, to enhance local risk management framework
Reporting & Analytics
Extract and analyze financial data for portfolio reviews, campaign targeting and business intelligence purposes.
Providing business management analytics to track Investment Management activity, profitability initiatives, and support financial follow-up and business reporting.
Provide cross-coverage support for team members as required and implementation of key business initiatives.
Process Improvement & Tool Automation
Identify opportunities to improve existing workflows and reduce manual processes
Develop automation tools (e.g., Excel VBA, PowerPoint, Access) for the team and enhance existing tools/solutions to increase operational efficiency.
Create and maintain on-demand tools tailored to specific business needs.
Collaborate with stakeholders across various teams and participate in Investment Management scope business initiatives and projects as required.
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