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Equity Portfolio Information Manager

Department description

As part of Client and Investment Services (CIS), the Portfolio Information Management (PIM) team consists out of 11 members with expertise in equity, fixed income and derivative products. The PIM team works closely with other teams, such as (operational) portfolio managers, IT development and delivery, as well as Operations to provide both internal and external clients with the most relevant and necessary information about their investment portfolios. Currently the PIM team is looking for a new team member with a focus on Equity.

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Responsibilities

  • Constantly providing investment information solutions to portfolio managers and monitoring as well as critically assessing their information needs.
  • Providing technical support for existing reports, dashboards and other tools.
  • Transforming data into meaningful and useful information which will enable more effective insights and decision-making.
  • Assisting with both the development and maintenance of ongoing (ad-hoc) reporting of portfolio information.
  • Participating in projects together with other departments. These vary from implementing new information systems and analysing methodologies to automating or harmonizing operational processes within the PIM team.
  • Facilitating effective communication with internal customers and stakeholders.
  • Supporting the implementation of new funds and mandates.

Candidate profile

  • Professional & intellectual capacities at academic or higher professional education level in Economics, Finance or Information Technology.
  • At least 3-7 years of experience in the (institutional) asset management industry.
  • Good understanding of financial instruments and asset management processes, as well as knowledge of the impact of macro-economic factors on portfolio management.
  • Extensive knowledge of Excel and Excel VBA (experience with other similar programming languages is a plus).
  • Experience in working with BI tools such as QlikSense or PowerBI will be highly valued.
  • Strong analytical skills, detail-oriented while remaining pragmatically minded.
  • Pro-active, self-starter and a flexible team player.
  • Client-centered and result-driven with great time management skills.
  • Ability to communicate effectively, constructively and professionally.
  • Fluent in Dutch and English (both spoken and written).

Application process

Robeco is assisted in this application procedure by Macrander Search & Advisory. For more information about this position, please contact Esther Demeree, e-mail: esther@macrander.nl.

Interested? Please send your application by e-mail to esther@macrander.nl with reference to the vacancy of Portfolio Information Manager Equity.

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