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Investment Solutions Manager

vor 2 Wochen

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Investment Solutions Manager

About Capital Dynamics:

A global asset management firm providing customized investment solutions to institutional and private wealth investors.

We have a proven track record of delivering innovative solutions that meet the evolving needs of our clients.

Responsibilities:

The Investment Solutions Manager will design and implement customized investment solutions for clients, leveraging our expertise in private equity and clean energy.

This role involves collaborating with internal teams to develop and execute investment strategies.

  • Conduct thorough client needs assessments to identify key objectives and risk tolerance.
  • Develop and present customized investment proposals to clients.
  • Collaborate with investment teams to execute investment strategies and monitor performance.
  • Communicate regularly with clients to provide portfolio updates and address any concerns.

Requirements:

  • At least 5 years of experience in investment management or a related field.
  • Strong understanding of private equity and clean energy markets.
  • Ability to build and maintain strong relationships with clients.
  • Familiarity with financial modeling and portfolio analysis.