Investment Support Specialist
Finance, Banking & Legal · Banking & Investments · Financial Analysis · Business Analysis
In short
Nordea Asset Management is seeking an Investment Proposal Specialist to join their Institutional & Wholesale Distribution (IWD) Investment Products RFP team. The role involves preparing high-quality responses to RFPs and DDQs for global clients, collaborating with various internal teams, and contributing to process improvements, including AI-driven efficiencies. Candidates should have 4+ years of experience in asset management or financial services, a Master's degree, and excellent writing and analytical skills.
Responsibilities
- Prepare and coordinate high-quality and timely responses to RFPs and DDQs for institutional and wholesale clients.
- Collaborate closely with sales, product management, investment boutiques, data teams, and other stakeholders across NAM.
- Ensure responses are accurate while being impactful.
- Contribute to the continuous improvement of RFP processes, tools and content frameworks with a focus on AI-driven efficiencies.
- Proactively manage internal clients (sales, Country Heads) and stakeholders (portfolio managers, portfolio specialists, senior management, etc.) to ensure smooth RFP delivery and issue management.
- Build and maintain a strong understanding of NAM’s investment capabilities and product offering.
Requirements
- 4+ years of experience within asset management or other financial services areas
- Master’s degree in Finance, Economics, Business Administration or a related field
- Excellent written and spoken English
- Strong writing and editing skills, with the ability to clearly communicate complex investment topics
- Strong interest in asset management and financial markets
- Proven ability to prioritise tasks, meet deadlines and maintain high quality standards
- Comfortable learning and working with new tools and systems and able to identify opportunities to use AI tools in your day-to-day
Desired Qualifications
- Thrive in a collaborative, dynamic and multi-cultural environment with multiple stakeholders
- Deliver high-quality work under deadlines in a performance-driven environment
- Enjoy learning and continuously developing your knowledge of financial markets
- Able to translate complex financial concepts into clear, structured written content
Benefits
- Excellent opportunity to combine interest in financial markets and asset management with writing, analytical and stakeholder management skills.
- Support Nordea Asset Management in winning and maintaining institutional and wholesale client mandates globally.
- Broad exposure across the organisation, working closely with sales teams, product managers, investment specialists and other key stakeholders.
- Contribute to the continuous improvement of RFP processes, tools and content frameworks with a focus on AI-driven efficiencies.
- Develop expertise in areas such as Asset management and fund strategies, Sustainability and ESG integration, Risk and performance metrics, Financial instruments and markets, GIPS composites and regulatory requirements.
Skills
AIwritingstakeholder managementeditingEnglish
#Investment Support#RFP#Due Diligence#Asset Management#Financial Markets#Institutional Clients#Wholesale Clients#Portugal
About Nordea
We are a universal bank with a 200-year history of supporting and growing the Nordic economies – enabling dreams and aspirations for a greater good. Every day, we work to support our customers’ financial development, delivering best-in-class omnichannel customer experiences and driving sustainable change. We are a full-service universal bank and the third largest corporation in the Nordic region and one of the top 10 financial services companies in Europe based on market capitalisation. We are present in 17 countries, including our four Nordic home markets which together constitute the 10th…
Company
NordeaJob Posted
3 days ago
Expires
in 4 weeks
Employment Type
Full Time
Work mode
On Site
Experience Level
Mid-Senior
Locations
Paço de Arcos, Portugal
Qualification
Master
Applicants
Be an early applicant
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