Senior Portfolio Specialist for Fundamental Equities at Nordea Asset Management

Job ID: 26886 

Do you  have an interest in equity investing and sustainability? Would you like to be part of the Fundamental Equities boutique at Nordea Asset Management? We’re now looking for a Senior Portfolio Specialist to join our globally recognized investment team in order to support our growth plan.

At Nordea, we see that the world is changing fast – and we want to be one step ahead of the curve. That’s why we’re deeply committed to providing the financial solutions of tomorrow to our customers. We’re creating an agile environment where we experiment and grow together – and we need your ideas and unique background. With us, you’ll be in good company with a chance to make your mark on something bigger.

About this opportunity

Fundamental Equities is the largest and fastest growing equity boutique in Nordea Asset Management. Nordea is a leading Nordic asset manager with an expanding international presence and AUM of €264 billion as of 2Q 2024.

In the Fundamental Equities boutique, we manage high conviction portfolios along core geographical focus areas, including our sustainable flagship STARS portfolios; Global STARS, European STARS, North American STARS, Emerging Markets STARS, and Asian STARS. In addition, the boutique manages thematic strategies in the Sustainable Thematic team, including Climate & Environment, Climate Engagement and Global Impact. We have a highly disciplined investment process and a proven team with multi decades of active fundamental equities investing. This team and process have attracted some of the most discerning clients in the Nordics, Continental Europe, US and Asia.

Fundamental Equities is operating out of Copenhagen, Stockholm and Singapore and includes 32 investment professionals. A diverse boutique, 15 nationalities and languages are represented.

The selected Senior Portfolio Specialist will support the development and communication of our STARS and future sustainable equity products range. You will also assist in the interaction between the investment team and distribution channels, as well as with key internal and external stakeholders.

What you’ll be doing:

• Support Head of Fundamental Equities in developing, growing and maintaining ESG portfolio offering
• Work closely with PMs in STARS and lead marketing efforts on their behalf
• Gain in-depth knowledge of STARS investment process and portfolios
• Initiate and run marketing, communication and reporting tasks of core portfolios, Global STARS, European STARS, North American STARS, Emerging Markets STARS, and Asian STARS in addition to mandates 
• Lead and coordinate RFP process and client specific requests
• Develop new sustainable portfolio concepts and business opportunities complementary to STARS
• Originate presentation materials and proactively improve existing materials 
• Forge great working relationship with internal and external stakeholders 
• Represent STARS investment strategies in webinars, events, client discussions and social media

The role is based in Copenhagen.

Who you are

Collaboration. Ownership. Passion. Courage. These are the values that guide us in being at our best – and that we imagine you share with us.  

To succeed in this role, we believe that you:

• Highly skilled in information analysis and communication skillset
• Passion for stocks and understanding of key performance drivers 
• Deep interest in sustainable fundamental equity strategies
• Creative and commercial instinct in product development 
• Courage to push back on stakeholders to protect investment process integrity 
• Proactive and optimistic mindset
• Self-drive to build relationships with the Responsible Investments team, Distribution, Business Development and Product Office 
• Significant networking abilities within the Fundamental Equities team
• Enjoy working in a high paced environment and balance responsibilities

Your experience and background:

• Bachelor or Master’s Degree within Finance / Investments 
• Min. 10 years of total working experience in active equity strategies, preferably with investment decision mandate
• A proven history of developing portfolio and investment communication angles
• Expertise in developing new sustainable equity products
• Solid understanding of peers and the ESG landscape
• Full professional proficiency in English. Scandinavian and additional European languages preferred, but not required
• Written materials and/or video demonstrating your ability to articulate investment strategies

We encourage you to apply even if you don’t meet all the bullets as we are searching for diverse candidates with different experiences and skillsets.

If this sounds like you, get in touch!
 

Next steps

Submit your application no later than 01/12/2024. For more information, you’re welcome to contact Hilde Nedrehagen Jenssen, Head of Fundamental Equities via email: Hilde.Jenssen@nordea.com. Interviews will be conducted on an ongoing basis.

At Nordea, we know that an inclusive workplace is a sustainable workplace. We deeply believe that our diverse backgrounds, experiences, characteristics and traits make us better at serving customers and communities. So please come as you are.

Please be aware that any applications or CVs coming through email or direct messages will not be accepted or considered.