Allianz Global Investors
Financial Analyst (Private Equity / Infrastructure Co-Investments)(m/w/x)
Full-timeWith HomeofficeExperienced
Frankfurt am Main
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WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeJunior
Nejo AI Summary
Preparing client and prospect presentation materials for global capital markets. 1-2 years client service experience required. 4-day work week.
Requirements
- 1-2 years client service experience
- Investment Management industry experience
- Wealth clients experience advantageous
- Solid understanding of capital markets
- Solid understanding of investment products
- Strong academic background
- Progress towards CFA/CAIA qualification
- Excellent verbal English skills
- Excellent written English skills
- Fluency in German
- Other languages advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Collaboration skills
- Teamwork skills
- Strong interpersonal skills
- Effective work in fast-paced environment
- Effective work in dynamic team environment
Tasks
- Coordinate and prepare client and prospect presentation materials
- Prepare briefing books and collateral materials
- Take meeting notes for external meetings
- Participate in client, consultant, and prospect meetings
- Participate in in-house conference calls
- Conduct analysis of client portfolios
- Initiate investigations into client-related topics
- Respond to internal and external ad-hoc inquiries
- Provide portfolio and product specific information
- Provide investment guideline information
- Provide market trends information
- Provide regulation considerations information
- Provide fee information
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support client roadshow organization
- Support client review meeting organization
- Capture and maintain client data in internal systems
- Qualify Requests for Information (RFIs)
- Coordinate Requests for Information (RFIs)
- Qualify Due Diligence Questionnaires (DDQs)
- Coordinate Due Diligence Questionnaires (DDQs)
- Qualify Requests for Proposals (RFPs)
- Coordinate Requests for Proposals (RFPs)
- Ensure proper response to RFIs, DDQs, and RFPs
- Develop understanding of investment approaches
- Maintain the Delivery Management Platform (DMP)
- Update client reporting requirements
- Create new client reporting templates
- Respond to operational questions with the Client Service Operations team
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- CFA
- CAIA
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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WEWELLINGTON MANAGEMENT
Relationship Analyst(m/w/x)
Frankfurt am Main
Full-timeWith Home OfficeJunior
Nejo AI Summary
Preparing client and prospect presentation materials for global capital markets. 1-2 years client service experience required. 4-day work week.
Requirements
- 1-2 years client service experience
- Investment Management industry experience
- Wealth clients experience advantageous
- Solid understanding of capital markets
- Solid understanding of investment products
- Strong academic background
- Progress towards CFA/CAIA qualification
- Excellent verbal English skills
- Excellent written English skills
- Fluency in German
- Other languages advantageous
- Self-motivation
- Creativity
- Enthusiasm
- Collaboration skills
- Teamwork skills
- Strong interpersonal skills
- Effective work in fast-paced environment
- Effective work in dynamic team environment
Tasks
- Coordinate and prepare client and prospect presentation materials
- Prepare briefing books and collateral materials
- Take meeting notes for external meetings
- Participate in client, consultant, and prospect meetings
- Participate in in-house conference calls
- Conduct analysis of client portfolios
- Initiate investigations into client-related topics
- Respond to internal and external ad-hoc inquiries
- Provide portfolio and product specific information
- Provide investment guideline information
- Provide market trends information
- Provide regulation considerations information
- Provide fee information
- Act as a point of contact for client organizations
- Coordinate key client communications
- Support client roadshow organization
- Support client review meeting organization
- Capture and maintain client data in internal systems
- Qualify Requests for Information (RFIs)
- Coordinate Requests for Information (RFIs)
- Qualify Due Diligence Questionnaires (DDQs)
- Coordinate Due Diligence Questionnaires (DDQs)
- Qualify Requests for Proposals (RFPs)
- Coordinate Requests for Proposals (RFPs)
- Ensure proper response to RFIs, DDQs, and RFPs
- Develop understanding of investment approaches
- Maintain the Delivery Management Platform (DMP)
- Update client reporting requirements
- Create new client reporting templates
- Respond to operational questions with the Client Service Operations team
Work Experience
- 1 - 2 years
Education
- Bachelor's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- CFA
- CAIA
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of WELLINGTON MANAGEMENT and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
WELLINGTON MANAGEMENT
Industry
FinancialServices
Description
Wellington Management offers comprehensive investment management capabilities across global capital markets, providing tailored solutions to institutional clients worldwide.
Not a perfect match?
- Allianz Global Investors
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Full-timeWith HomeofficeExperiencedFrankfurt am Main - Solactive AG
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Full-timeWith HomeofficeJuniorFrankfurt am Main - Mercer Global Investments Europe Ltd
Business Development Specialist*(m/w/x)
Full-timeWith HomeofficeExperiencedFrankfurt am Main, München - Morningstar Deutschland GmbH
Data Relationship Manager(m/w/x)
Full-timeWith HomeofficeExperiencedFrankfurt am Main - Wellington Management Europe GmbH
Portfolio Adviser(m/w/x)
Full-timeWith HomeofficeSeniorFrankfurt am Main