Multi-Asset Discretionary Portfolio - Analyst

Job Title: Multi-Asset Discretionary Portfolio

Corporate Title: Analyst

Location: New York, NY

Overview

Portfolio analysts are responsible for providing support to the portfolio managers in servicing client portfolios. As a member of the investment team, you are responsible for supporting the portfolio managers in the prospecting, implementation, and on-going monitoring of clients' portfolios.As a team player, you should have a strong desire for the breadth of the role and contribution; ability to perform duties ranging from day-to-day administration to high level portfolio management.You will need to work independently with minimal guidance and as part of a team.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration
• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
• Educational resources, matching gift, and volunteer programs

What You'll Do

• Assist the portfolio managers in managing and servicing the discretionary portfolio management (DPM) clients
• Adhere to all regulatory policies and operating procedures; responsible for ensuring proper documentation is on file for all wire requests and following high risk media (HRM) policy
• Assist the portfolio managers in coordinating overall investment strategy and portfolio construction in line with the overall strategic asset allocation
• Diligent in keeping controllable expenses such as overdrafts, errors, and claims to a minimum
• Responsible for trust investment committee (TIC) and investment advisory committee (IAC) documentation including the APT risk questionnaire
• Demonstrate knowledge and understanding of the DPM platform

Skills You'll Need

• Undergraduate degree in a finance-related field
• Proficient with Microsoft Word, Excel, PowerPoint
• Organized, demonstrate sound judgment, and possess a strong analytical tool kit with the ability to instill trust and deliver the desired results

Skills That Will Help You Excel

• Build relationships by developing trust and respect with internal and external stakeholders
• An active communicator who engages with internal and external people; highly collaborative, open, transparent, decisive, and able to drive decisions forward

Expectations

It is the Bank's expectation that employees hired into this role will work in the New York, NY 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 New York City is $75,000 to $100,000. 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.

Deutsche Bank Benefits

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. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life

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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 viewDeutsche Bank's Equal Opportunity Policy Statementand the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act; andEmployee Polygraph Protection Act.