Investment Manager

Job Title Investment Manager

Corporate Title Director

Location Miami, FL & San Francisco, CA

Overview

Deutsche Bank’s Wealth Management business is one of the largest wealth managers worldwide and we offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of wealth management. You will be a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the relationship manager in the day-to-day planning and servicing for the client. You will leverage the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office (CIO) and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades, and asset allocation. You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated product specialists to address clients’ needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments, and wealth planning.

What We Offer You

• A diverse and inclusive environment that embraces change, innovation, and collaboration

• A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

• Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

• Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

• Educational resources, matching gift, and volunteer programs

What You’ll Do

• Act as the central point of contact for clients’ investment needs/advice and be responsible for increasing share of wallet from existing clients and partner up with the relationship manager to serve clients across a defined portfolio

• Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly

• Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed

• Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed

• Collaborate with the relationship manager on account behavior and flag relevant updates, and on input regarding know-your-client

• Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments, and seek to manage and control risks while maximizing financial returns in line with regulations

How You’ll Lead

• Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank’s entire range of wealth management product specialists to deliver the Firm’s best capabilities, solutions and investment thinking

• Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required

• Support the relationship managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities

Skills You’ll Need

• Solid network of clients in the target coverage market is required

• Bachelor’s Degree required; CFA, MBA degree or other advanced degree a plus

• Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and ultra-high/high-net-worth individual client needs

• Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets

• Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment

Skills That Will Help You Excel

• Excellent communication skills, both written and spoken

• Self-motivated

• Self-starter

Expectations

It is the Bank’s expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position is $220,000 to $350,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Learn more about your life at Deutsche Bank through the eyes of our current employees:  https://careers.db.com/life

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We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.