Pack állások Németországban (elemzés)

Your main responsibility is to proactively manage a portfolio of project finance transactions primarily in the Telecom, Media & Technology (TMT) sector with the flexibility to cover additional portfolios when needed....

• Define business requirements and work effectively with stakeholders;
• Respond to IT support tickets;
• Build internal and external relationships effectively;
• Provide business analysis, outlining problems, opportunities and solutions for the business;

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients
• Analyze investment portfolios for risk and return characteristics
• Execute portfolio rebalancing and trades

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation

• Review and analyze client portfolios from a suitability risk perspective
• Ongoing monitoring and assessment of clients, their wealth and sophistication vs. their products and portfolios with GS
• Ensure record keeping requirements are adhered to by advisors from a quality and completeness perspective