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Deze vacature is niet meer vacant: Investment Specialist Fundamental Equity

Werkgever:APG
Plaats:Heerlen

Oorspronkelijke vacature omschrijving:

Functie

Are you passionate about Fundamental Equity investing as well as sustainability? Are you drawn to communication and making the difference to make our investment clients happy? Then this Investment Specialist vacancy at APG Asset Management will suit you!

APG Asset Management is a global leading, long term responsible investor and is looking for an Investment Specialist whose focus is on the Fundamental Equity investments. You will work closely with our portfolio managers in the fiduciary management team. You have good communication skills and are great at building relationships. If you are also customer oriented, you will love the main responsibilities:

Deliver to fulfil client needs: Work with the fundamental investment teams on all aspects of product management, including the interpretation, articulation and dissemination of key investment strategy content & philosophy, process, results and overall key market positioning and messaging to internal and external stakeholders and Fiduciary Management. This includes participating in client focused projects as well as coordinating and executing the 3-year Mandating process as well as the Annual Mandate Review process for the fundamental investment teams. This also includes preparing knowledge sessions for the stakeholders.

Understand client needs: Maintain regular contacts with Fiduciary Management with the aim of identifying current and future needs related to information and investment products. It also requires a good understanding of the investment portfolios run by the Fundamental Equity team, ESG integration, the industry and what peers are doing.

Ensure a positive client experience: Deliver clear reporting on the performance and sustainability profile, the provision of market and portfolio updates as well as the crafting of educational pieces. Examine and monitor characteristics and statistics for the investment strategies to understand and be a source of knowledge on covered strategies in order to communicate both portfolio positioning and sources of return and risk.

Grow client satisfaction through digitalization: Participate in the execution of digitalization projects for both the Investment Specialist team as well as the Portfolio Manager teams, e.g. smart handling of information requests about investment strategies (Q&A engine, investment examples). Your contribution relates to both providing investment knowledge and digitalization skills (selfservice tooling).

The success of the individual will in large part be defined by his/her capacity to integrate into the Fundamental Equity investment team and to pro-actively help the portfolio managers interacting with key stakeholders. The Fundamental Equity department consists of five investment teams: Developed Markets (DM) Fundamental Equity, Emerging Markets (EM) Fundamental Equity, DME Focus Equity, EM Focus Equity and China Equities.

You will be based in Amsterdam. The investment teams are based in Amsterdam, New York and Hong Kong.

Profiel

You are an independent, accurate and responsible investment specialist with good analytical skills. You like working in a devoted team and with colleagues throughout the organization.

Additionally, you have:
  • A university degree, preferably in finance/ economics;
  • Knowledge of fundamental investment analysis, financial instruments and portfolio management;
  • Ideally, 2 – 5 years of experience in a customer-oriented environment or role within the asset management sector;
  • Coordination skills. Ideally, experience in a customer-oriented environment or role within the asset management sector;
  • Verbal and written communication skills in Dutch and English;
  • Competent in data manipulation and a strong capability with MS Office or Alteryx & Qlik;

Aanbod

Your salary and benefits are competitive in the Dutch labor market. As a certified Top Employer we offer you a challenging and appealing work environment with excellent benefits, so you are able to continually grow on a personal and professional level, maintaining a healthy work-life balance at the same time. We believe that diversity promotes a broader vision and better decision-making. Engagement and respecting cultural differences contribute to our corporate objectives. Everyone is welcome to apply.

Who are we?

APG Asset Management is part of pension provider APG and one of the largest pension asset managers in the world. As a member of our organization you’ll contribute to the pensions for 4.7 million people. Our core belief is that our ability to improve investment decision making using data and digital technologies will define our future success. We have been engaging on an ambitious multi-year digitalization journey, and need talent to drive that further.

Wie zijn wij?

For more information about this position, please contact Andre Komaromi, Corporate Recruiter, at +31 6 12417927. If you are the person we are looking for, click on the apply button, complete the form and upload your CV and covering letter.