Job ID: 5678
We are looking for an skilled Investment Specialist covering the Equities asset class to participate to the activities of the Institutional and Wholesale Distribution (I&WD) Investment Products Team 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 innovative, entrepreneurial attitude to promote our investment strategies to our investors through various channels (marketing documents, investment strategy updates, meetings and roadshows).
Nordea Asset Management (NAM) is the asset management arm of the Nordea Group, the leading financial services group in the Nordic and Baltic Sea regions. The group has more than 10 million clients and 29,000 employees. NAM has around 900 employees and manages more than EUR 310 billion of assets for institutional, wholesale and retail clients across the Nordic region and the globe.
About this opportunity
Welcome to the I&WD Investment Products Team. We add value by being the knowledge centre for all investment-related matters (markets, products, landscape ). The Team is the main contact for our investment professionals being the internal asset management boutiques based primarily in the Nordic region or external asset managers spread across the world. We are in charge of promoting our investment solutions by conception of suitable marketing documents, product promotion and support to the dedicated I&WD clients’ sales team, also supporting them as an investment expert in client meetings, conferences, roadshows, conferences, etc.
What you’ll be doing:
- Act as a subject-matter expert to promote our internal and external equity strategies through your expertise, know-how and commercial sensitivity to our investors
- Participate in conferences and client events as speaker and subject matter expert for related investment solutions and support relevant Sales person in one-to-one client meetings.
- Respond to client and Sales inquiries in a timely, accurate, and detail-oriented manner
- Develop and maintain high-quality marketing materials (e.g. pitchbooks, market updates, product presentations), clearly articulating key differentiators and tailored messaging for institutional, wholesale, and advisory client segments
- Draft and deliver monthly and / or quarterly investment strategy updates informing our investors about portfolio developments, performance and performance attribution.
- Perform the investment strategies and asset classes’ analysis through quantitative and qualitative comparison against our competitors.
- Deal with Institutional and Wholesale Request for Proposals (RFP) on specific investment strategies.
- Establish and maintain a good network with Sales, Product Managers and other key stakeholders
The role is based in Luxembourg and will require some travel. Welcome to a multilingual team of 30+ people, which is working in an inspiring, multi-cultural and creative environment with a Nordic touch.
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 do well in this role, we believe that you:
- Demonstrate strong organisational skills with a high level of attention to detail
- Thrive in a collaborative environment and are comfortable managing multiple priorities and stakeholders
- Have a genuine passion for financial markets, combined with the ability to position investment strategies in a clear and compelling way
- Deliver consistently high-quality output within tight deadlines in a performance-driven setting
- Show flexibility and willingness to travel across NAM’s key markets when required
Your experience and background:
- A degree in finance, economics or related studies.
- 5+ years experience in an investment specialist or investment analyst role, with experience in conducting research and investment analysis in equities.
- Fluency in English and German (written and spoken); any other language will be considered as an additional asset.
- Great presentation skills.
- Good knowledge of the legal environment on UCITs funds
- Well-organized and detail orientated individual, with the ability to persuasively present and defend ideas.
- Genuine interest for investment with a good level of analytical skills.
- Understanding of the needs of clients and sales within an Institutional and Wholesale distribution context of an Asset Manager.
- Team-oriented person with experience in priority setting, ensuring timely delivery and acting within a multi-cultural environment.
- Studying for or being a CFA Charterholder or a similar qualification would be considered as an additional asset.
If this sounds like you, get in touch!
Next steps
Submit your application no later than 15/08/2026.
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.