Investment Manager - Director

Job Description:

Job Title Investment Manager

Corporate Title Director

Location Los Angeles CA

Overview

Deutsche Banks 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 daytoday 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 longterm thematic investment opportunities shortterm tactical trades and asset allocation. You will employ a wide range of asset classes and capabilities leveraging the knowledge from dedicate 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 inoffice / 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 Youll 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 clients 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 uptodate 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 knowyourclient

• 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 Youll Lead

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

• Arrange and execute regular (quarterly semiannual 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 Youll Need

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

• Bachelors 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 ultrahigh/highnetworth individual client needs

• Managing and/or advising on multiasset class portfolios for clients across traditional and alternative assets

• Fluent in delivering a capital market outlook from both an investment strategists view (i.e. top down) and a managers 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

• Selfmotivated

• Selfstarter

Expectations

It is the Banks expectation that employees hired into this role will work in the Los Angeles CA office in accordance with the Banks 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 in California is $220000 to $415000. Actual salaries may be based on a number of factors including but not limited to a candidates 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. Thats 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!

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

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