Basel Headquarters- With work experience
Do you want to help shape investment outcomes that matter - with real impact on balance sheets, sustainability, and long term value creation? In this role, you will contribute to the design and active management of investment mandates across public and private markets. Operating at the crossroads of investment strategy, portfolio oversight, and governance, you will translate strategic, regulatory, and ALM requirements into robust mandate frameworks, collaborate closely with internal and external asset managers, and support sound, forward looking investment decisions. Your responsibility
Contribute to the design of
investment mandates
across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance-specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.) Ensure
mandate oversight , monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers Support efficient asset steering through
active
mandate management , including the preparation of assessments and recommendations for investment decisions Collaborate with internal stakeholders to
adapt mandate guidelines proactively
in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues Support
make-or-buy recommendations
for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness Coordinate mandate changes , including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation Prepare
documentation and presentations
for investment committees and other governance bodies Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the
central mandate owner and knowledge hub , maintaining governance, consistency, and alignment across mandates Your qualification
Master's degree in Economics, Finance, or related field; CFA or equivalent designation preferred 5-10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives Broad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets Insurance-specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering Oversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers Technical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation Experience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage Familiarity with ESG frameworks is an advantage Motivated individual with good stakeholder management and collaboration skills Fluent in German and English Well-connected within the asset management industry
#J-18808-Ljbffr
Do you want to help shape investment outcomes that matter - with real impact on balance sheets, sustainability, and long term value creation? In this role, you will contribute to the design and active management of investment mandates across public and private markets. Operating at the crossroads of investment strategy, portfolio oversight, and governance, you will translate strategic, regulatory, and ALM requirements into robust mandate frameworks, collaborate closely with internal and external asset managers, and support sound, forward looking investment decisions. Your responsibility
Contribute to the design of
investment mandates
across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance-specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.) Ensure
mandate oversight , monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers Support efficient asset steering through
active
mandate management , including the preparation of assessments and recommendations for investment decisions Collaborate with internal stakeholders to
adapt mandate guidelines proactively
in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues Support
make-or-buy recommendations
for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness Coordinate mandate changes , including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation Prepare
documentation and presentations
for investment committees and other governance bodies Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the
central mandate owner and knowledge hub , maintaining governance, consistency, and alignment across mandates Your qualification
Master's degree in Economics, Finance, or related field; CFA or equivalent designation preferred 5-10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives Broad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets Insurance-specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering Oversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers Technical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation Experience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage Familiarity with ESG frameworks is an advantage Motivated individual with good stakeholder management and collaboration skills Fluent in German and English Well-connected within the asset management industry
#J-18808-Ljbffr
Investment Specialist (w/m/d) Parttime/Fulltime Arbeitgeber: Job-Room
Als Arbeitgeber bieten wir Ihnen die Möglichkeit, in einem dynamischen und innovativen Umfeld zu arbeiten, das Teamarbeit und Eigenverantwortung fördert. Unsere Unternehmenskultur legt großen Wert auf kontinuierliche Weiterbildung und persönliche Entwicklung, sodass Sie Ihre Fähigkeiten als MuleSoft Integration Engineer stetig erweitern können. Zudem profitieren Sie von flexiblen Arbeitszeiten und einer modernen Arbeitsumgebung, die Kreativität und ergebnisorientiertes Arbeiten unterstützt.
