Client Investment Specialist full-time (m/w/d)

We are an up-and-coming, dynamic multi-family office with an international network and many years of experience in wealth management. As a licensed asset management company, we offer our clients tailor-made solutions that meet the highest individual requirements.

Our services range from traditional financial instruments to innovative alternative investments such as venture capital and private equity. Our clients benefit from a comprehensive and personalised service, tailored to their specific needs and personal objectives.

Join us in creating a new dimension in wealth management!

The Analysis & Research position offers an exciting and responsible role in the management and analysis of private and public market investments. The team is responsible for comprehensive portfolio management, in-depth market analysis and proactive management of client portfolios. The role requires strong analytical skills, a deep understanding of financial markets and the ability to identify new investment opportunities and make strategic decisions.

Depending on the level of experience, the role can involve anything from assisting with investment projects to managing clients and assets independently. Individuals in this role have the opportunity to work closely with experienced professionals, take on leadership responsibilities and make a significant contribution to the development of the business.

Main responsibilities:

• Management of private and public market assets, including AIFs and direct investments
• Regular asset review and reporting
• Investment analysis and buy/sell recommendations
• Regular client communication and proactive portfolio management
• Conducting market research, particularly in the private market (VC/PE)
• Identify new investment opportunities
• Improve internal processes for investment analysis and AIF set-up
• Supervise junior staff (investment associates, interns)
• Implementation of special projects such as company sales or offshore structures
• Travel for client meetings, particularly to Latin America and Europe

• Commercial education, ideally with a degree in economics or finance
• Relevant work experience in a similar position (2-6 years in finance or investment)
• Ability to communicate complex information in an understandable way
• Interest in investments, international banking and family offices
• Team player, proactive, hands-on, communicative and flexible
• Proficient in Excel and PowerPoint as well as experience with financial software for analysis and reporting
• Language skills: Fluent in German and English, both written and spoken; ideally Portuguese
  and/or Spanish

We offer you an excellent working atmosphere and a flat hierarchy with short decision-making processes and maximum flexibility. Our goal is to ensure unique, first-class and professional service for our customers while creating a relaxed and familiar working environment. As an Atlan team member, you will also benefit from attractive office space, team events, a competitive salary and a wide range of further training opportunities, including foreign language lessons.