Investment Specialist (w/m/d) Parttime/Fulltime - #46697

Basel Headquarters – With work experience

Basel Headquarters – With work experience

40% FlexOffice /

Your department

Do you want to help shape investment outcomes that matter – with real impact on balance sheets, sustainability, and long term value creation?

In this role, you will contribute to the design and active management of investment mandates across public and private markets. Operating at the crossroads of investment strategy, portfolio oversight, and governance, you will translate strategic, regulatory, and ALM requirements into robust mandate frameworks, collaborate closely with internal and external asset managers, and support sound, forward looking investment decisions.

Interested in moving on to a challenging role? We are looking forward to receiving your application!

Your responsibility

• Contribute to the design of investment mandates 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 mandate oversight, 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 active mandate management, including the preparation of assessments and recommendations for investment decisions
• Collaborate with internal stakeholders to adapt mandate guidelines proactively in response to changing investment strategy needs, macroeconomic conditions, regulation or manager performance issues
• Support make-or-buy recommendations for new and existing investment mandates, collaborating on manager selection processes (RFI/RFPs, due diligence, evaluation scoring) and ensuring fee competitiveness
• Coordinate mandate changes, including manager onboarding and offboarding, working closely with internal stakeholders to ensure smooth implementation
• Prepare documentation and presentations for investment committees and other governance bodies
• Contribute to ensuring that the Investment Mandates & Responsible Investment department acts as the central mandate owner and knowledge hub, maintaining governance, consistency, and alignment across mandates

Your qualification

• 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

Your contact

Carola BetschartRecruiting Partner

Do you already know your future boss?

What we offer

• Flex Office enables people to work independently of time and place
• Staff restaurants at our main locations
• Attractive training and continued professional development programmes
• Attractive staff discounts and stock programmes

Flex Office enables people to work independently of time and place

Staff restaurants at our main locations

Attractive training and continued professional development programmes

Attractive staff discounts and stock programmes

Your contact

Carola BetschartRecruiting Partner

For this position we cannot consider applications through recruitment agencies Apply now

Do you already know your future boss?

Working at Helvetia

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. &Go!

Apply now more about Helvetia

Working at Helvetia

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. &Go!

more about Helvetia