Portfolio and Wealth Analyst
il y a 15 heures
**DELCAP** est un bureau d’investissement et de conseil exerçant à Bruxelles. Notre mission est d’aider nos clients, avec compétence et intégrité, à mieux gérer leur patrimoine.
**DELCAP** propose des services de conseil et de suivi en investissements, ainsi que des services de gestion de portefeuille à un nombre limité d’investisseurs.
Notre objectif est d’offrir à nos clients un suivi exclusif et de grande qualité.
En raison du développement de ses activités, **DELCAP** est à la recherche d’un **PORTFOLIO ANALYST** afin de renforcer l’équipe actuelle.
**Description de la fonction**:
Le **PORTOFLIO ANALYST** contribue au bon suivi et à la communication claire de toutes les activités d’investissement.
**Responsabilités principales**
En tant que membre de l’équipe Investment, vos responsabilités comprennent, dans le cadre du service de monitoring de Delcap:
- _Assurer la mise à jour et le suivi régulier des portefeuilles des clients_
- _ Analyse des stratégies d’investissement, des performances et des frais liés à la gestion_
- _ Conseil en allocation d’actifs et restructuration de portefeuille_
- _ Analyse ESG (Environnement, Social, Gouvernance)_
- _ Présentations périodiques aux clients_
- _ Prise en charge des opportunités de développement (répondre aux RFP)_
**Profil**:
**Expérience**
Vous disposez d’une expérience minimum de 5 ans dans le secteur financier ou institution bancaire.
**Votre profil**
- Vous disposez de 5 ans d’expérience dans une institution financière
- Vous maîtrisez parfaitement l’outil Excel et possédez de bonnes notions de la suite Office. En règle générale, vous avez une affinité pour l’informatique et le traitement des données.
- Vous êtes plutôt créatif et doté d’un certain sens de l’initiative
- Vous avez un esprit analytique
- Votre avez une très bonne connaissance du néerlandais, avec un connaissance pratique de l’anglais et du français.
- Vous êtes perfectionniste et rigoureux
- Vous êtes à l’écoute des autres et vous vous adaptez en toutes circonstances.
**Offre**:
Delcap offre un environnement de travail ouvert et harmonieux au centre de Bruxelles, avec accès aisé aux transports en commun, où vous rejoindrez une équipe de professionnels dynamiques et motivés dont l’objectif est l’entière satisfaction des clients.
Nous offrons un salaire compétitif et des avantages extra-légaux, ainsi qu’un soutien durant votre apprentissage et des opportunités de développement.
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