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

• 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

Wir bieten

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.