Investment Proposal Specialist

We are seeking an Investment Proposal Specialist to join our Investment Solutions team on a 12‑month contract (80‑100%).

Role Overview

As an Investment Proposal Specialist, you will develop investment proposals and portfolio recommendations for private clients, ensuring alignment with client objectives, risk profiles, and the firm’s investment convictions. You will collaborate with Portfolio Management, Product Offering, Relationship Managers, and Client Portfolio Specialists to deliver tailored investment solutions and create analytical tools and client‑ready materials.

Key Responsibilities

• Design and develop investment proposals and portfolio recommendations for private clients.
• Perform portfolio construction analyses across asset classes, including Strategic Asset Allocation (SAA), risk assessment, stress testing, and scenario analysis.
• Support the development and enhancement of portfolio analytics frameworks, investment m...