Investment Manager - Director

job
  • Deutsche Bank
Job Summary
Location
Los Angeles ,CA
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
12 Feb 2025
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Job Description
Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management. You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights, and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the relationship manager in the day-to-day planning and servicing for the client. You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades, and asset allocation. You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated product specialists to address clients' needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments, and wealth planning.What We Offer YouA diverse and inclusive environment that embraces change, innovation, and collaborationA hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer daysEmployee Resource Groups support an inclusive workplace for everyone and promote community engagementCompetitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefitsEducational resources, matching gift, and volunteer programsWhat You'll DoAct as the central point of contact for clients' investment needs/advice and be responsible for increasing share of wallet from existing clients, partnering with the relationship manager to serve clients across a defined portfolioServe as strategic advisor on the client's overall investment portfolio, driving holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordinglyAssess clients' overall risk appetite and keep client risk profiles up-to-date and regularly reviewedOwn overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performedCollaborate with the relationship manager on account behavior, flag relevant updates, and provide input regarding know-your-clientProactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates, and alternative investments, managing and controlling risks while maximizing financial returns in line with regulationsHow You'll LeadCollaborate 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 thinkingArrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and filling any gaps where requiredSupport the relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilitiesSkills You'll NeedSolid network of clients in the target coverage market is required (EMEA)Bachelor's Degree required; CFA, MBA degree or other advanced degree a plusProven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needsManaging and/or advising on multi-asset class portfolios for clients across traditional and alternative assetsFluent 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 environmentSkills That Will Help You ExcelExcellent communication skills, both written and spokenSelf-motivatedIt is the Bank's expectation that employees hired into this role will work in the Los Angeles, CA 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 California is $220,000 to $415,000. 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.At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.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.We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

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