Talent.com
No longer accepting applications
Multi-Asset Discretionary Portfolio Analyst - Associate

Multi-Asset Discretionary Portfolio Analyst - Associate

Deutsche BankNew York, NY, US
1 day ago
Job type
  • Full-time
Job description

Job Title : Multi-Asset Discretionary Portfolio Analyst

Corporate Title : Associate

Location : New York, NY

Overview

You are responsible for providing support to the portfolio managers in servicing client portfolios. As a member of the investment team, you are responsible for supporting the portfolio managers in the prospecting, implementation and on-going monitoring of clients' portfolios. As a team player, you should have a strong desire for the breadth of the role and contribute to the team with the ability to perform duties ranging from day-to-day administration to high level portfolio management. You need to work independently with minimal guidance and as part of a team.

What We Offer You

  • 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

What You'll Do

  • Assist the portfolio managers in managing and servicing the discretionary portfolio management (DPM) clients
  • Adhere to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following high risk media (HRM) policy
  • Assist the portfolio managers in coordinating overall investment strategy and portfolio construction in line with the overall strategic asset allocation
  • Diligent in keeping controllable expenses such as overdrafts, errors, and claims to a minimum
  • Responsible for trust investment committee (TIC) and investment advisory committee (IAC) documentation including the APT risk questionnaire
  • Demonstrate knowledge and understanding of the DPM platform
  • Skills You'll Need

  • Undergraduate degree in a finance-related field and a strong desire to increase your investing knowledge
  • Highly proficient with Microsoft Word, Excel, PowerPoint
  • Organized professional who demonstrates sound judgment; strong analytical tool kit with the ability to instill trust and deliver the desired results
  • Skills That Will Help You Excel

  • Relationship builder who develops trust and respect with internal and external stakeholders
  • An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, and able to drive decisions forward
  • Expectations

    It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.

    Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and / or religion.

    The salary range for this position in New York City is $90,000 to $110,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

    We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

    Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

    We welcome applications from all people and promote a positive, fair and inclusive work environment.

    Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.

    Create a job alert for this search

    Portfolio Analyst • New York, NY, US

    Related jobs
    • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    StoutEdison, NJ, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Equitable ServicesNew York, NY, United States
    Full-time
    Portfolio Analyst ( 250000KV ).At Equitable, our power is in our people.We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good i...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Asset Management Associate

    Asset Management Associate

    Ledger Trade & CapitalNew York, NY, United States
    Full-time
    Job Description About Us : Ledger Trade and Capital is a dynamic, growth-oriented lender specializing in new construction and investment lending for residential assets. We are focused on bringing in...Show moreLast updated: 12 hours ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Veterans Sourcing Group, LLCNew York, NY, United States
    Full-time
    VSG seeks "Portfolio Analyst" for the major Insurance client located at REMOTE.Here's the complete job description for your review : . Job Duration : 12 Months Right-to-hire.This role is ideal for indi...Show moreLast updated: 3 days ago
    • Promoted
    AD, Launch & Portfolio Strategy - 2 Positions

    AD, Launch & Portfolio Strategy - 2 Positions

    Novartis Group CompaniesEast Hanover, NJ, United States
    Full-time
    Novartis is hiring two Associate Directors for the Launch & Portfolio Excellence team who will support the development of new U. We are seeking a sharp strategic thinker and collaborative problem so...Show moreLast updated: 17 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Blake Smith Staffing, LLCStamford, CT, United States
    Full-time
    We are seeking an Alternatives-focused Portfolio Analyst to join our Stamford, CT office.The Portfolio Analyst works across a range of clients, including Endowments & Foundations, Pension Plans, Fa...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Portfolio Research - Multi Asset Quant

    Portfolio Research - Multi Asset Quant

    Selby JenningsNew York, NY, United States
    Full-time
    A top multi-strategy hedge fund in New York is seeking an experienced quant developer, desk technologist, or risk quant for their centralized Portfolio Research team. The fund manages ~$60b in asset...Show moreLast updated: 8 hours ago
    • Promoted
    Associate Portfolio Manager, Investment Solutions Group

    Associate Portfolio Manager, Investment Solutions Group

    Brown AdvisoryNew York, NY, United States
    Full-time
    Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.But the truly inspiring firms - the game-changers, the industry leaders and t...Show moreLast updated: 7 days ago
    • Promoted
    Portfolio Analyst 1

    Portfolio Analyst 1

    Blake Smith Staffing, LLCStamford, CT, United States
    Full-time
    Responsibilities • Consult with clients taking the central role on the advisory service delivered to them.Assist clients with formulating investment policy and guidelines, making recommendations to ...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Implementation Analyst

    Portfolio Implementation Analyst

    AQR Capital ManagementGreenwich, CT, United States
    Full-time
    Portfolio Implementation Analyst.AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking ...Show moreLast updated: 15 days ago
    • Promoted
    Real Estate Fund Portfolio Analytics - Analyst

    Real Estate Fund Portfolio Analytics - Analyst

    Morgan StanleyNew York, NY, United States
    Full-time
    Morgan Stanley Investment Management ("MSIM"), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1. Morgan Stanley Investment Manag...Show moreLast updated: 3 days ago
    • Promoted
    Portfolio Analyst - Opportunistic Credit

    Portfolio Analyst - Opportunistic Credit

    Marathon Asset ManagementNew York, NY, United States
    Full-time
    Marathon is a New York-based global investment advisor with over $23 billion of capital under management.The firm was founded in 1998 and is managed by Bruce Richards (Co-Founder & CEO) and Louis H...Show moreLast updated: 15 days ago
    • Promoted
    Asset & Wealth Management, Multi Asset Solutions, Portfolio Management, Associate

    Asset & Wealth Management, Multi Asset Solutions, Portfolio Management, Associate

    The Goldman Sachs GroupNew York, NY, United States
    Full-time +1
    Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive investment management soluti...Show moreLast updated: 9 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    Equitable HoldingsNew York, NY, United States
    Full-time
    At Equitable, our power is in our people.We're individuals from different cultures and backgrounds.Those differences make us stronger as a team and a force for good in our communities.Here, you'll ...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    LazardNew York, NY, United States
    Full-time
    Lazard is one of the world's preeminent financial advisory and asset management firms.Our people and culture make the difference. Lazard is a place of continuous knowledge sharing, skill development...Show moreLast updated: 4 days ago
    • Promoted
    Senior Associate, Private Equity Portfolio Analytics

    Senior Associate, Private Equity Portfolio Analytics

    Mission StaffingNew York, NY, United States
    Full-time
    Awesome opportunity to join the Corporate Finance Group of a prestigious Private Equity Firm!.Private Equity Portfolio Analysis team is seeking a self-motivated, experienced professional with a for...Show moreLast updated: 1 day ago
    • Promoted
    Associate Portfolio Manager, ABS

    Associate Portfolio Manager, ABS

    Lord Abbett.comJersey City, NJ, United States
    Full-time
    Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money.Over the course of our history, we've earned a sterling reputation for our leadership, influence...Show moreLast updated: 7 days ago
    • Promoted
    Investment Associate, Global Portfolio Management

    Investment Associate, Global Portfolio Management

    Prudential Annuities Distributors (PAD)Newark, NJ, United States
    Part-time
    Investment Associate, Global Portfolio Management (Finance).Investment Management - Investments.At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you'll unlo...Show moreLast updated: 1 day ago