Investment Proposal Specialist

We are looking for a highly motivated Investment Proposal Specialist to join our Investment Solutions team. This role sits at the intersection of portfolio construction, investment analytics, and client solutions. It offers a unique opportunity to work closely with investment professionals across the firm while contributing to the development of scalable analytical tools and high-quality portfolio recommendations for private clients.

The ideal candidate combines strong quantitative and analytical capabilities with an interest in investment strategy and client outcomes. This position is particularly well suited to a recent graduate or early-career professional seeking to build expertise in portfolio construction, asset allocation, and investment solutions

Investment Proposal Specialist (12 months contract / 80-100%)

Your Role :

• Design and develop investment proposals and portfolio recommendations for private clients, ensuring alignment with client objectives, risk profiles, and the firm’s investment convictions.
• 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 methodologies, and proposal-generation processes.
• Develop and maintain Python-based tools to improve portfolio modelling, investment analysis, automation, and reporting capabilities.
• Collaborate closely with Portfolio Management, Product Offering, Relationship Managers, and Client Portfolio Specialists to deliver tailored investment solutions.
• Create impactful investment presentations and supporting materials, translating complex analytical concepts into clear and actionable recommendations.
• Actively contribute to improving the efficiency, scalability, and sophistication of the Investment Solutions platform.

Your Profile :

• Master’s degree in finance, Economics, Engineering, Mathematics, Data Science, or another quantitative discipline.
• Internship experience or up to 2 years of relevant experience in portfolio analytics, investment solutions, asset management, wealth management, or a related investment function.
• Solid understanding of asset allocation, portfolio construction, risk management, and investment products across major asset classes.
• Strong analytical mindset and genuine interest in applying quantitative techniques to portfolio construction and investment decision-making.
• Proficiency in Python for data analysis, portfolio modelling, and process automation. Familiarity with VBA, SQL, Bloomberg PORT, or similar investment tools is an advantage.
• Excellent problem-solving skills, intellectual curiosity, and strong attention to detail.
• Ability to translate analytical insights into practical investment recommendations and client-ready materials.
• Strong communication and interpersonal skills, with the ability to work effectively across investment and client-facing teams.
• Fluent in English; French or another European language is a plus.
• Proactive, collaborative, adaptable, and eager to learn in a fast-paced investment environment.