Investment Manager – Vice President
Deutsche Bank
full-time
Posted on:
Location Type: Hybrid
Location: New York City • California, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $140,000 - $350,000 per year
Job Level
Lead
About the role
- Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of wallet from existing clients and partner up with the relationship manager to serve clients across a defined portfolio
- Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly
- Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed
- Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed
- Collaborate with the relationship manager on account behavior and flag relevant updates, and on input regarding know-your-client
- Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments, and seek to manage and control risks while maximizing financial returns in line with regulations
- Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank’s entire range of wealth management product specialists to deliver the Firm’s best capabilities, solutions and investment thinking
- Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required
- Support the relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities
Requirements
- Solid network of clients in the target coverage market is required
- Bachelor’s Degree required; CFA, MBA degree or other advanced degree a plus
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs
- Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets
- Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment
Benefits
- A diverse and inclusive environment that embraces change, innovation, and collaboration
- A hybrid working model, allowing for in-office / work from home flexibility
- Generous vacation, personal and volunteer days
- Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
- Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
- Educational resources, matching gift, and volunteer programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio constructionasset allocationrisk assessmentinvestment strategycapital marketsdiscretionary mandatesadvisory mandatesalternative investmentsmulti-asset class portfoliosfinancial returns
Soft skills
client relationship managementstrategic advisingcollaborationcommunicationproactive identification of needsproblem-solvingpresentation skillsclient acquisition supportnetworkingreview facilitation
Certifications
CFAMBABachelor's Degree