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Investment Manager H/F/X

Birdee S.A.
Location:
Capellen
Payment:
49k - 54k€
Last updated:
04 May 2024
Contract Type:
Permanent
Hours:
Full Time
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Job Description

 

The Investment Manager assists the Investment team with the overall day to day operations and the implementation of the evolving investment strategy of Birdee, hand-in-hand with Birdee’s Investment Committee. The main goal of the Investment team is to provide end-clients with efficient investment strategies, benchmarked against market indices and peer robo-advisors and mutual funds.

 

Reporting line

Reports to : Head of Investment

 

Main responsibilities

  • Improving, testing and implementing new quantitative-based investment strategies 
  • Managing Birdee’s investment universes (researching and listing new investment vehicles, preparing documented due diligences, and implementing them within the strategy) 
  • Benchmarking and reporting key portfolio performance and risk metrics to the team and to the Investment Committee 
  • Enhancing and automating reporting processes 
  • Preparing, attending and documenting discussions with the Investment Committee 
  • Preparing, attending and documenting investment meetings with institutional partners 
  • Reading and summarizing economic and financial news 
  • Writing communications and performance notes to the attention of Birdee’s clients 
  • Preparing and publishing all frequent and non-frequent reportings linked to our mandates Investment Manager 2 
  • Helping on B2B2C projects and partnerships developments 
  • Executing and monitoring day-to-day operations (rebalancings, trade computations and executions, manage portfolio drifts) 
  • Answering to clients’ questions on Investment topics 
  • Providing support to Operations Team with regards to Investment-related matters 
  • Monitoring, analyzing and extending Birdee’s interfaces with its custodians

 

Main objectives

  • Reviewing the investment strategy (execution processes and automations, funds analyses and selection, strategic allocations definition) 
  • Creating a specific environment dedicated to Birdee Investment (with performance dashboard, descriptions of investment strategies, summary of portfolio holdings, responsible investment guidelines, blog,...) 
  • Creating visibility on Birdee Investment for internal coworkers (Birdee + Gambit) 
  • Collaborating on Birdee products development (Investment-wise) 
  • Pursuing Investment documentation to respect internal and external auditing standards 
  • Providing reporting material to institutional partners

 


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