Career Opportunities: Investment Specialist (w/m/d) Parttime/Fulltime (18910)

Requisition ID 18910 - Posted

Contribute to the design of investment mandates across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance-specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.)
Ensure mandate oversight, monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers
Support efficient asset steering through active mandate management, including the preparation of assessments and recommendations for investment decisions
Collaborate with internal stakeholders to adapt mandate guidelines proactively in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues
Support make-or-buy recommendations for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness
Coordinate mandate changes, including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation
Prepare documentation and presentations for investment committees and other governance bodies
Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the central mandate owner and knowledge hub, maintaining governance, consistency, and alignment across mandates

Master’s degree in Economics, Finance, or related field; CFA or equivalent designation preferred
5-10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives
Broad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets
Insurance-specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering
Oversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers
Technical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation
Experience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage
Familiarity with ESG frameworks is an advantage
Motivated individual with good stakeholder management and collaboration skills
Fluent in German and English
Well-connected within the asset management industry

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Contribute to the design of investment mandates across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance-specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.)
Ensure mandate oversight, monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers
Support efficient asset steering through active mandate management, including the preparation of assessments and recommendations for investment decisions
Collaborate with internal stakeholders to adapt mandate guidelines proactively in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues
Support make-or-buy recommendations for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness
Coordinate mandate changes, including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation
Prepare documentation and presentations for investment committees and other governance bodies
Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the central mandate owner and knowledge hub, maintaining governance, consistency, and alignment across mandates

Master’s degree in Economics, Finance, or related field; CFA or equivalent designation preferred
5-10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives
Broad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets
Insurance-specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering
Oversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers
Technical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation
Experience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage
Familiarity with ESG frameworks is an advantage
Motivated individual with good stakeholder management and collaboration skills
Fluent in German and English
Well-connected within the asset management industry