Investment Proposal Specialist on Multi Asset Strategies

Paço de Arcos, PT, 2770-131

Job ID: 23871 


We are looking for an Investment Proposal Specialist to participate to the activities of the Institutional and Wholesale Distribution (IWD) Investment Products division which acts as the knowledge hub for all investment-related matters (markets, products, competition). This is an opportunity for you to combine your enthusiasm about the financial markets with your motivated attitude to promote our investment strategies to our investors.


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 personal background. With us, you’ll be in good company with a chance to make your mark on something bigger.


Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordics with the vision of being a leading European Asset Manager. We want to do this by delivering returns with responsibility. The group has more than 9 million clients and 28,000 employees. NAM has around 950 employees and manages more than EUR 240 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.

About this opportunity

Welcome to the IWD Investment Products – Multi Asset team. We add value by being the knowledge centre for all investment-related matters (markets, products, competitive landscape). The Team is the main contact for our larget internal invetment boutique, Nordea’s Multi Assets Team. We are in charge of promoting our multi asset/risk premia investment solutions by conception of suitable marketing documents, product promotion, handling of Request for Proposals (RFP) and Due Dilligence Questionnaires (DDQs). You will be in contact with our Sales organization as well as Middle office and product specialists.


What you’ll be doing:

  • Deal with Institutional and Wholesale Request For Proposals (RFP) on multi-asset investment strategies with a special focus on the product side of the value chain as well as the product due diligence requests (DDQ).
  • Establish and maintain good network with Sales, Investment Specialists and other key stakeholders, such as operational teams being involved in the RFP/Sales process.
  • Participate in further developing the RFP framework and / or tools to enhance the competitive advantage in this field.
  • Developing your knowledge on the fund industry, sustainability, fund management, risk and performance metrics, financial instruments, GIPS composites, regulation and others.


The role is based in Oeiras.

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 achieve our common goals in this role, we believe that you:

  • Like to write and build stories that are both informative but also intellectually appealing for the reader.
  • Are well organized and pay high attention to detail.
  • Are a team-oriented person with experience in dealing with multiple stakeholders.
  • Are used to ensure timely delivery and high quality. 
  • Enjoy learning and are excited about bringing your ideas to the table.
  • Are accurate and detail oriented, able to explain complex topics in a simple and comprehensive manner.

Your experience and background: 

  • Previous experience in a similar position (RFP / Investment Writer) within asset management or financial services sector.
  • Very good skills in written English. Other languages are considered an asset.
  • Genuine interest for financial markets, investments and/or asset management.
  • Your organizational abilities and meticulous attention complement your collaborative work ethic, ensuring that you consistently meet deadlines while maintaining a high standard of quality in your output.Understanding of the needs of clients and sales within an Institutional and Wholesale distribution context of an Asset Manager.


If this sounds like you, get in touch!


Next steps

Submit your application no later than 30/09/2024.

Please note the position might be filled before the application deadline.


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.

Department:  Asset management / Investment management

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