Investment Manager

Deutsche Bank

Investment Manager at Deutsche Bank managing client investment needs and portfolio strategies. Collaborating with internal teams to provide tailored financial solutions and insights for high-net-worth individuals.

Posted 6/26/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $220,000 - $350,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

portfolio constructionasset allocationcapital marketsdiscretionary mandatesadvisory mandatesalternative investmentsrisk assessmentinvestment strategymulti-asset class managementfinancial returns maximization

Soft Skills

client relationship managementstrategic advisingcollaborationcommunicationproblem-solvingclient needs identificationpresentation skillsnetworkingrisk managementbusiness review facilitation

Certifications

CFAMBABachelor's Degree