Job Title: Wealth Management Funds and Solutions
Corporate Title: Assistant Vice President
Location: Jacksonville, FL
Investment Solutions (IS) is responsible for the sourcing, evaluation, structuring, and delivery and monitoring of investment products and solutions to Deutsche Bank Wealth Management (WM) clients, utilizing industry best practices and an independent, and open architecture approach. You will be responsible for onboarding, execution, distribution, and after sales support for all managed solutions distributed to Deutsche Bank WM clients. The Funds and Alternatives product scope includes both traditional and alternative asset classes, including private equity, credit, real estate, infrastructure, hedge funds, mutual funds, and exchange traded funds. As the Assistant Vice President, you will mainly focus on Alternative Execution process for the Alternatives investments that the team covers.
What We Offer You:
We offer competitive health and wellness benefits, empowering you to value life in and out of the office
Active engagement with the local community through Deutsche Bank's specialized employee groups
An environment that encourages networking and collaboration across functions and businesses
Return to Office:
It is the Bank's expectation that employees hired into this role will work in the Jacksonville 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
Hear from our people and look inside our office: DB@The Muse
Your Key Responsibilities:
Facilitate subscription process for alternatives investments including verifying the accuracy of the documents and ensure any remediation required is completed
Responsible for verification of accuracy of trailers received from 3rd party managers
Monitor and support capital call process to ensure that the funds are sent to the fund in a timely and accurate manner; assist with K1s distribution to the end clients
Provide post sales investment support to coverage teams to ensure clients receive a quality investment experience
Assist with the onboarding and structuring of new fund offerings and support needed for the new product approval process. Work closely with coverage, operations, finance, and other support functions in connection with the distribution of fund products
Support product marketing efforts by maintaining up to date fund marketing materials and coordinating marketing roadshows and manager presentations. Maintain approved product lists for mutual funds, exchange traded funds, and separately managed accounts
Your Skills and Experience:
Detail-oriented, pro-active, self-motivated, and be able to manage multiple projects concurrently with minimal supervision
Strong interest and understanding of investment funds including private equity, hedge funds, and mutual funds
Ability to own projects as a whole, rather than a mere completion of a series of tasks
Interest in current investment trends and understanding of global macroeconomic themes
Ability to establish networks among sales teams and Deutsche Bank stakeholders
Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
Click here to find out more about our diversity and inclusion policy and initiatives.
We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.