Investment Specialist (w/m/d) Parttime/Fulltime für Helvetia in Basel - jobbasel.ch
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      02.07.2026

      Investment Specialist (w/m/d) Parttime/Fulltime

      • Basel
      • Festanstellung 100%

      • Merken
      • drucken
       

      Helvetia

      Helvetia

      Investment Specialist (w/m/d) Parttime/Fulltime

      Asset Management

      With work experience

      40% FlexOffice

      • Set new standards and shaping the future together. With us, you don't just tick tasks off a list. You work alongside people who take responsibility, set high standards and have the courage to try new approaches. We believe trust and performance go hand in hand. Your ideas, your initiative and your contributions are what really matter to us. You will have the opportunity to make a difference for our customers, your team and your own personal development
      • Contribute to the design of across public and private markets (Equities, Fixed Income, Private Markets, Real Estate, Mortgages), embedding ALM/SAA/TAA outcomes, insurance-specific and regulatory requirements, and return objectives into quantitative guidelines (benchmarks, risk budgets, etc.)
      • Ensure , monitoring relevant performance and risk metrics and escalating deviations via defined governance processes; conduct regular portfolio reviews with internal and external asset managers
      • Support efficient asset steering through , including the preparation of assessments and recommendations for investment decisions
      • Collaborate with internal stakeholders to in responseto changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues
      • adapt mandate guidelines proactively
      • Support for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness
      • including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation
      • Coordinate mandate changes
      • Prepare for investment committees and other governance bodies
      • documentation and presentations
      • Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the , maintaining governance, consistency, and alignment across mandates

      What you'll bring to the role

      • Master's degree in Economics, Finance, or related field; CFA or equivalent designation preferred
      • 5-10 years of (insurance) asset management industry experience with a successful track record of delivering strategic and financial objectives
      • Broad asset class expertise with deep knowledge across Equities, Fixed Income, Private Markets, Real Estate, and Mortgages and a solid understanding of the global financial markets
      • Insurance-specific and mandate design expertise, including familiarity with Solvency II, SST, IFRS, local regulations, and strong understanding of ALM and balance sheet steering
      • Oversight capability, combining strong understanding of portfolio construction, performance related KPIs, and risk metrics with experience in mandate oversight and escalation processes; Confidence and resilience required to independently challenge internal and external portfolio managers
      • Technical and analytical proficiency, with advanced skills in portfolio analysis and data interpretation
      • Experience in RFI/RFP processes, due diligence, scoring, onboarding, and operational risk assessment is an advantage
      • Familiarity with ESG frameworks is an advantage
      • Motivated individual with good stakeholder management and collaboration skills
      • Fluent in German and English
      • Well-connected within the asset management industry

      FlexOffice

      • Flexible work in the office, from home or on the go
      • Discounts on insurance and pension solutions
      • Buy yourself extra vacation days
      • Attractive training and development opportunities for your personal development
      • Above-average retirement provision benefits

      For this position we cannot consider applications through recruitment agencies

      Team Helvetia is there together when it matters. We are people who can be relied on. Who support one another and stand up for each other. Who encourage and challenge each other. Who are inspired and who inspire others. That's how we shape the future together

      Conseiller clients (tous genres) région Ajoie, temps plein ou partiel

      Arbeitsort: Basel