Aranca - Investment Specialist

Investment Specialist - Onsite

Proactively provide in-depth, product specific expertise on a single instrument level : in particular in fixed-income, equities, funds and private market solutions. Generate recommendation lists, market opportunities and switch-ideas, as well as cover the news flow on the core offering.

Maintaining Offering :

- Maintain product universe for equities and bonds

- Oversee the key advisory holdings

Providing specialized asset class knowledge :

- Select and identify specific product ideas for equities, fixed income, and funds

- Generate recommendation lists for equities, fixed income, and funds

- Act as asset class specialist for equities, fixed income, funds and private market solutions

- Pro-actively support advisory business and Font Units

- Contribute to sales efforts for key investment ideas & campaigns

- Deliver Investment Content via content management tool to advisory platform

Generating Switch Ideas :

- Screen clients holdings and proactively create switch ideas

The main tasks include :

- Weekly creation of Fixed Income Top Pick lists

- Entry of investment content into a content publishing tool

- Update of performance charts and various lists among the 3 teams.

- Some of the tasks can be scheduled (e.g. weekly Fixed Income Top Pick List creation), others come ad hoc with peaks and off peaks.

- The output is investment content dedicated to wealthy private clients (instrument lists; follow up on corporate earnings releases or stock price movements; corporate actions; buy and switch recommendations)