Investment Manager - Director at Deutsche Bank

Job Title: Investment Manager

Corporate Title: Director

Location: Los Angeles, CA

Overview:

Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide, offering 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 day-to-day 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 long-term thematic investment opportunities, short-term tactical trades, and asset allocation. You will employ a wide range of asset classes and capabilities, leveraging the knowledge from dedicated 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 in-office/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 You'll Do:

• Act as the central point of contact for clients' investment needs/advice and be responsible for increasing share of wallet from existing clients, partnering with the relationship manager to serve clients across a defined portfolio.
• Serve as strategic advisor on client's overall investment portfolio, driving 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 up-to-date 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.
• Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates, and alternative investments, seeking to manage and control risks while maximizing financial returns in line with regulations.

How You'll Lead:

• Collaborate closely with key internal partners, including discretionary portfolio managers and Deutsche Bank's entire range of wealth management product specialists to deliver the Firm's best capabilities, solutions, and investment thinking.
• Arrange and execute regular (quarterly, semi-annual, annual) investment and business reviews with assigned clients and relevant internal partners, highlighting and filling 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 You'll Need:

• Solid network of clients in the target coverage market is required (EMEA).
• Bachelor's 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 ultra-high/high-net-worth individual client needs.
• Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets.
• Fluent in delivering a capital market outlook from both an investment strategist's view (i.e., top down) and a manager's view (i.e., bottom up).

Skills That Will Help You Excel:

• Excellent communication skills, both written and spoken.
• Self-motivated.
• Self-starter.

Expectations:

It is the Bank's expectation that employees hired into this role will work in the Los Angeles, CA office in accordance with the Bank's 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 $160K to $300K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location, and other qualifications.

Deutsche Bank Benefits:

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's 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 a balance between work and home.

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

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.