Internship - 6 months - Assistant Manager Under Mandate F/H
VEGA Investment Solutions
Le poste en détail
Custom Discretionary Management is a dedicated management team (8 managers / €2.5 billion in assets distributed among the managers and in a limited number of portfolios to ensure better client follow-up). It is intended for clients who either have specific management skills or wish to have access to their manager.
In collaboration with your tutor, your main tasks will be:
- Preparation of management reports for clients, notably with the qualitative enrichment of data on UCITS or securities in the portfolio;
- Monitoring and development of an Access database, followed by the manipulation of data with a view to preparing summary documents for quarterly portfolio reviews between bankers and managers;
- Responsible for monitoring target portfolios (composition, arbitration, performance tracking): development, monitoring, and updating internal management support tools (contribution and performance attribution);
- Responsible for monitoring the treasury of mandates.
#FinanceTransformative
As a Top Employer, we place our employees at the center of our attention. Internal mobility, career development and training programs allow you to grow and flourish throughout your journey.
You work in an inclusive and collaborative working environment that will give you every opportunity to succeed in this new assignment.
You also have the opportunity to commit yourself in favor of society and causes that are close to your heart through our corporate foundation.
Specializing in financial savings, VEGA Investment Solutions prioritizes wealth management based on strong convictions, which it expresses through its four core business areas: Discretionary Management / Collective Management / Fund Advisory and Selection / Premium Advisory Management.
Recognized for the quality of its 'growth' management in European equity markets, the company also stands out for its expertise in bond markets, diversified strategies, and private assets. Thanks to its dynamic allocator approach and over 20 years of experience in advisory and fund selection in an open architecture, VEGA Investment Solutions selects and assembles, based on its analysis, the best expertise from both listed and unlisted universes to build clear and efficient solutions that meet the expectations of all its clients.