Fund Solutions Analyst - LUX/BE

Quintet Luxembourg, Luxembourg, LUX, L-2955
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Purpose of the Job

 

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth.
Based in Luxembourg and reporting to the Group Head of Fund Solutions, you will be a local ambassador and key member of the Group Fund Solutions Team. The ideal individual should have strong expertise in manager selection as well the ability to communicate convictions effectively to investment advisors and clients. We offer a broad job in an international and collaborative team, with strong interaction with people across the footprint of Quintet. Fund Solutions provides the key (fund) building blocks of the portfolios of our clients. Sustainability is at the heart of Quintet and that also goes for the focus of  new selections. As a Fund Solutions Analyst you are responsible for selecting and monitoring the best third party funds within a specific category. Active as well as passive. You will be the fund expert in this area. You enjoy presenting your ideas and highest convictions, both in writing and in word. You will become part of an international team of 6 dedicated people that work closely together. Based in Luxemburg, you will be the local ambassador for Fund Solutions in both Luxemburg as well as Belgium. You will interact with clients, directly or indirectly, via our investment and client advisors in and outside Bel/Lux, external asset managers, colleagues from our CIO office and of course the fund solutions team.

Key Accountabilities

 

  • Conduct research and select sustainable and traditional, well performing fund instruments in assigned (equity) categories to populate DPM or Advisory portfolios, 
  • Ensure completeness of investment and product files on shared drives and web-sites for group wide use
  • Active monitor and manage of the assigned selection; conduct meetings with managers, write, share, and store investment notes and organize webinars
  • Actively distribute and marketing of convictions across the Quintet foot print through calls and meetings to support business and growth 
  • Engage with funds that do not meet minimum responsible or sustainable investment requirements
  • Active participation in ad hoc fund selection related activities and projects
  • Serve as fund solutions specialist for clients, investment advisors and CIO office. 
     

Knowledge and Experience

 

  • In-depth knowledge, proven track-record and relevant experience with fund solutions and private clients in investments or products & solutions role.
  • Broad knowledge and familiar with financial markets and long only strategies. 
  • Minimum 3-4 years of experience in financial analysis of equity and/or fixed income funds, quantitative as well as qualitative.
  • Strong and proven advisory capabilities with excellent communication skills. 
  • Advanced Morningstar Direct skills
     

Attributes and Qualities

 

  • Client empathy 
  • Proactive attitude, able to prioritize tasks
  • Hands-on mentality 
  • High risk and integrity standards
  • Independent mind
  • Ability to listen
  • Curious to develop knowledge on new products and services
  • Enjoys working as part of an international team
  • Open to change and engagement in transformation projects
     

Technical Skills

 

  • Subject matter expert in equity and or fixed income 
  • Strong communication skills, both written and in word
  • Academic background in finance or economics
     

Languages Skills

 

  • Fluent in English and French. Additional languages e.g. German or Dutch would be an advantage.    
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