Job Introduction
Handelsbanken is a relationship bank built on trust, long-term thinking and local decision-making. We provide bespoke banking and wealth management services to personal and corporate customers,
Our decentralised model means decisions are made close to the customer, in our branches. Our central Functions teams play a vital role in supporting the branch network, providing the expertise, governance and infrastructure that enable branches to serve customers effectively and sustainably.
This approach had underpinned our success for decades. Handelsbanken is independently recognised as one of Europe’s safest commercial banks, holds the strongest credit rating among its peers and is consistently ranked highly for customer satisfaction and relationship banking.
Our culture is values-led, shaped by trust, respect, and long-term thinking. We empower our people to use their expertise, make confident decisions and build long-term careers. We look for people who share our long- term vision, want to grow and want to make a meaningful impact in their local community and with the Bank
We also recognise that flexibility can support people to perform at their best, and that it looks different for everyone. While arrangements will depend on the requirements of the role and the needs of the business, we are open to having a conversation around what flexibility could look like for you.
Check our Handelsbanken website for further information
The opportunity
The Investment Manager is a key member of the investment team, responsible for contributing to equity research and implementation, tactical asset allocation decisions and portfolio construction within a multi asset context. They also act as a key representative of the business, supporting client retention, new business acquisition, and thought leadership activities. The role combines investment research, portfolio management, client engagement and business development.
Key responsibilities
Investment Research
- Conduct top-down research and analysis into global equity investment opportunities.
- Undertake searches and due diligence on suitable funds and other securities to implement equity tactical views.
- Generate investment recommendations for the Investment Committee on equity tilts and security selection.
- Contribute to Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) discussions and recommendations through input to the Investment Committee.
- Participate in instrument and multi asset fund monitoring processes.
- Monitor market developments, economic trends, and regulatory changes relevant to investment decision-making.
- Support the ongoing enhancement of investment frameworks, research methodologies, and portfolio management processes.
Portfolio Management
- Assist in the management of the Multi Asset Funds, including managing the daily flows of assigned funds and implementing house tactical asset allocation views.
- Act as portfolio manager for any assigned private client portfolios.
- Contribute to delivering team performance across the Multi Asset Funds that is better than the median of peers across business-relevant timeframes.
Client Engagement & Business Development
- Present the Handelsbanken Wealth investment proposition to prospective & existing clients and other third parties.
- Deliver performance, business and outlook updates to various internal audiences.
- Produce client-facing investment content, including thought leadership articles and other investment communications.
- Build trusted relationships with clients and key external stakeholders.
What we’re looking for
Research (by Harvard University) shows that women are particularly likely to second guess themselves and not apply - so if you are worried you don't meet all the criteria, get in touch anyhow and let us do the worrying…
Professional Qualifications
- Degree-level qualification, ideally in Finance, Economics, Investment Management, or a related discipline.
- ESG qualification (for example CFA ESG or equivalent).
Relevant Experience
- Experience within investment management or research.
- Strong knowledge of global equity markets.
- Proven analytical and investment research skills.
- Demonstrable understanding of portfolio construction principles and asset allocation frameworks.
- Excellent communication skills with the ability to present complex investment concepts to a range of audiences and to balance professional humility with robustly defending investment views against challenge.
- Experience presenting to clients, prospects, and senior stakeholders.
- Experience working with one or more of the below systems:
- Morningstar
- Factset
- Bloomberg
- Style Analytics
Why join Handelsbanken
We want everyone at Handelsbanken to feel supported, motivated, and able to do great work. That’s why, alongside brilliant colleagues, meaningful work and training and development opportunities, we provide a variety of benefits designed with your wellbeing in mind.
In addition, there is a flexible benefits package with the key highlights detailed below.
Application next steps
Your journey with us begins once you have submitted your application. One of our Handelsbanken Talent Acquisition Partners will be reviewing your details and will later organise a phone conversation if your experience aligns with our requirements, we will extend an invitation for you to participate in an interview.
This advert will be live for a minimum of two weeks. However, please note that after the two weeks, the closing date could change at any time depending on the number of responses received.
The Bank is deeply committed to embedding good equality and diversity practice into all of our activities. This is so that we are an inclusive, welcoming and inspiring place to work that encourages everyone to apply, regardless of socio-economic background, age, disability, pregnancy and/or parental status, race (including colour, nationality, and ethnic or national origin), veteran status, marital and civil partnership status, religion or belief, sex, gender reassignment or sexual orientation.
