Senior Investment Specialist

Finary

4 months ago

Paris, France

Onsite

Full Time

Senior

1 applicant

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About this role

The Senior Investment Specialist at Finary is responsible for structuring and growing the core investment offerings for their digital private wealth management platform. This includes defining a clear ETF or direct security allocation strategy, implementing integrated management modes, developing structured products for high-net-worth clients, and ensuring compliance with Luxembourg regulatory standards. The role requires close collaboration with wealth advisors and technical teams, aiming for significant capital allocation milestones within the first year. Candidates should have at least 5 years of experience in equity investment management and possess strong analytical and regulatory knowledge.

Skills

About Finary

finary.com

Finary is a digital wealth management platform that allows users to track, optimize, and invest their capital across various asset classes, including stocks, cryptocurrencies, real estate, and savings accounts. The platform offers a user-friendly interface, enabling seamless connections to over 20,000 financial institutions, allowing users to manage their portfolios efficiently and securely. With features like automation for budget management and investment performance tracking, Finary caters to both personal and professional wealth management needs. The company is rapidly growing, with a community of over 650,000 users actively engaging with its services.