Discretionary Portfolio Management Assistant
Résumé de l'offre
À propos de l'entreprise
Founded in 2012, IVO Capital Partners is an independent French asset management firm specializing in corporate credit markets. The firm manages over €3 billion in assets and has established itself as one of Europe's leading independent players in corporate debt. IVO invests across global public credit markets, with a primary focus on hard-currency Emerging Markets corporate bonds, while broadening its investment horizon to developed markets, drawing on a universe spanning more than 60 countries and 1,700 issuers. Our investment philosophy combines rigorous fundamental analysis, disciplined risk management, and a deep understanding of local markets. In recent years, IVO has experienced strong growth in assets under management and has earned multiple industry awards recognizing both its funds and its investment team. With an experienced, international team and a proven long-term track record, IVO continues to broaden its product offering across developed markets, global high yield, and innovative strategies such as litigation finance.
Description du poste
The intern will join the Discretionary Portfolio Management task force, taking on cross-functional assignments combining operational monitoring, research, tool development and multi-thematic analysis.
- Daily monitoring and control of transactions carried out on behalf of discretionary clients (subscriptions, redemptions, corporate actions, etc.);Support with investment analysis and selection, and participation in investment committees (drafting investment notes, due diligence, analyses, market commentary, etc.);
- Assistance in producing presentation materials for discretionary clients (portfolio reviews, investment summaries, management reports);
- Support with prospecting and business development for the discretionary management business (identifying prospects, preparing client meetings and commercial proposals, client relationship follow-up, etc.);
- Participation in strategy committees and contribution to thinking on the development of the offering;
- Daily interaction with external counterparts (custodian banks, brokers, asset management companies, counterparties, etc.) to ensure the smooth execution of transactions;
- Optimisation of internal tools for automation, portfolio monitoring and risk management;Monitoring and development of the PMS (Portfolio Management System) solutions used for discretionary management;
- Administrative follow-up of client files (KYC, account openings, wire transfers, compliance, etc.).
Profil recherché
- Master’s degree (B+5) in Capital Markets Finance (engineering school preferred, or Tier 1 business school)
- End-of-studies internship, with experiences in discretionnary portfolio management, or private banking.
- Python programming; VBA and SQL skills highly valued
- Excellent command of Microsoft Office
- Experience with a Bloomberg terminal and its Office add-ins
- Good level of English and excellent writing skills
- Proactive, rigorous, organised, with strong analytical skills
- A full time position may be offered at the end of the internship