Associate – TS9599136

Deutsche Bank•New York, NY

29d

About The Position

Deutsche Bank Trust Company Americas seeks an Associate in New York, NY to support a senior portfolio manager in day-to-day oversight of discretionary accounts including portfolio implementation, performance attribution, risk analysis and rebalancing. Requires a Bachelor’s degree in any field, or equivalent, and three (3) years of experience working in investment management, supporting portfolio managers and investment teams constructing and monitoring multi-asset portfolios for high-net worth clients; preparing investment proposals, portfolio reviews, and meeting materials for ultra-high-net-worth (UHNW) clients; researching macroeconomic and capital markets trends using Bloomberg Terminal, LSEG Workspace, and FactSet to implement portfolio investment strategies across equities, fixed income, structured products and alternative investments; analyzing investment products, including open end and closed end funds, structured notes, equity derivatives and private markets solutions (covering venture capital and private equity); conducting portfolio analysis using Bloomberg Terminal, FactSet, LSEG Workspace, and trading and portfolio management software including PM1; collaborating with internal stakeholders to deliver multi-asset investment solutions; and supporting client onboarding and account maintenance, including KYC and AML procedures, asset transfers, and alignment of investment products with regulatory and client suitability requirements. Salary range: $102,003.00 - $139,000.00/year. This position is eligible for Deutsche Bank's Employee Referral Incentive Program. 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. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act. For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security. More information at: Deutsche Bank Careers (db.com)

Requirements

Bachelor’s degree in any field, or equivalent
three (3) years of experience working in investment management, supporting portfolio managers and investment teams constructing and monitoring multi-asset portfolios for high-net worth clients
preparing investment proposals, portfolio reviews, and meeting materials for ultra-high-net-worth (UHNW) clients
researching macroeconomic and capital markets trends using Bloomberg Terminal, LSEG Workspace, and FactSet to implement portfolio investment strategies across equities, fixed income, structured products and alternative investments
analyzing investment products, including open end and closed end funds, structured notes, equity derivatives and private markets solutions (covering venture capital and private equity)
conducting portfolio analysis using Bloomberg Terminal, FactSet, LSEG Workspace, and trading and portfolio management software including PM1
collaborating with internal stakeholders to deliver multi-asset investment solutions
supporting client onboarding and account maintenance, including KYC and AML procedures, asset transfers, and alignment of investment products with regulatory and client suitability requirements

Responsibilities

support a senior portfolio manager in day-to-day oversight of discretionary accounts including portfolio implementation, performance attribution, risk analysis and rebalancing
preparing investment proposals, portfolio reviews, and meeting materials for ultra-high-net-worth (UHNW) clients
researching macroeconomic and capital markets trends using Bloomberg Terminal, LSEG Workspace, and FactSet to implement portfolio investment strategies across equities, fixed income, structured products and alternative investments
analyzing investment products, including open end and closed end funds, structured notes, equity derivatives and private markets solutions (covering venture capital and private equity)
conducting portfolio analysis using Bloomberg Terminal, FactSet, LSEG Workspace, and trading and portfolio management software including PM1
collaborating with internal stakeholders to deliver multi-asset investment solutions
supporting client onboarding and account maintenance, including KYC and AML procedures, asset transfers, and alignment of investment products with regulatory and client suitability requirements