Customized Portfolio Manager
ING · Luxembourg · 7d ago
Your role & work environment
As a Customized Portfolio Manager, you are responsible for managing discretionary portfolios and dedicated funds in line with clients’ needs, the investment strategy, and regulatory requirements. You actively contribute to investment decisions, portfolio construction, and client reporting.
You will be part of the Portfolio Management team, working closely with investment specialists, commercial teams, and external stakeholders to deliver tailored investment solutions and ensure high-quality portfolio management.
Your key responsibilities
Manage discretionary portfolios and dedicated funds
Monitor discretionary accounts under your responsibility in a MiFID II environment and ensure compliance with investment rules, the investment universe, client profiles, investment decisions, and operational processes.
Manage dedicated funds in full regulatory compliance and maintain regular coordination with the management company.
Actively manage investment portfolios while monitoring financial markets and market developments.
Develop investment solutions and portfolio strategies
Draft investment proposals for discretionary mandates in line with client needs and the ING Luxembourg investment charter.
Contribute to the design and updating of model portfolios.
Participate in sourcing new investment ideas and cross-asset investment solutions for customized portfolios.
Provide expertise and stakeholder support
Prepare ad hoc and recurring reporting for clients under your responsibility and ensure transparent communication on portfolio strategy and results.
Actively contribute to investment committees.
Support the commercial force through presentations, training sessions, and investment expertise, with a strong focus on asset allocation and multi-asset solutions.
We look for
A colleague with a talent for taking it on and making it happen, enthusiasm for helping others to be successful and a knack for always being a step ahead. In other words, you strive to bring fresh ideas to life and embrace challenges in a fast changing and complex environment. You are a naturally collaborative person who listens and invests in others to achieve common goals. You love to challenge the status quo and are eager to propose creative solutions to problems.
As a Customized Portfolio Manager you will also need:
Master's degree with 5 to 7 years of experience in discretionary portfolio management (bank mandates, life insurance, or dedicated UCITS/AIF funds).
Strong multi-asset knowledge and a solid understanding of macroeconomics.
Strong communication skills with the ability to simplify complex investment topics and support commercial teams.
Fluent in French and English. Knowledge of Dutch, German and/or Luxembourgish is considered an asset.
CFA designation is considered an asset.
Team spirit, autonomy, and a proactive mindset.
We redefine banking. What about you?
There has never been a more interesting time to work at ING. We’re on a journey that’s centred around our customers, powered by technology and driven by smart, determined people. Our customers feel our people are empowering them to stay a step ahead in life and in business. We’re proud of that!