Working Student - Investment & Strategy Research

Organisation

Established almost 100 years ago to manage capital for the Brenninkmeijer family, Anthos Fund & Asset Management has provided comprehensive values-based asset management and investment advisory services in numerous asset classes to the family, their philanthropies and pension funds of group entities. Clients benefit from tailored expert management across equities, fixed income, real estate, private equity, alternative investments and on an overall portfolio level.

Based on a tradition of purpose, excellence, collaboration, client focus and passion, our approach has a long-term track record of outperforming benchmarks while contributing to the common good. We are a signatory to the UN Principles for Responsible Investment and we have a long track record in the field of impact investing and responsible investing, embedded across our investment process. More information can be found on anthosam.com.

Anthos Fund & Asset Management is part of the COFRA holding. Family-owned for six generations, COFRA is united around a common mission – to amaze customers and be a force for good. The enterprise cares deeply about people and the communities it serves, striving to have a lasting positive impact on society and the environment.

Purpose of the Job

The work is centered on the management of multi-asset portfolios, encompassing both liquid and illiquid investment funds. You will provide support to various teams including Equities, Fixed Income, Private Equity, and Absolute Return, among others. This position offers a unique opportunity to gain exposure to a diverse array of responsibilities within the realm of investment portfolio management, encompassing both listed and unlisted investments. You will have the chance to learn from highly experienced investment professionals with outstanding track records. As part of a dynamic, youthful, multicultural, and expanding team, you will contribute to the team's growth and success.

In your capacity as a working student for the Investment & Strategy Research team (ISR), you will assist the investment analysts for a minimum of two days per week. Your work will involve conducting investment-related analyses across a broad spectrum of investment classes and strategies, providing you with a comprehensive understanding of the investment landscape.

Key Responsibilities

• Daily performance attribution calculation (with final output in Excel using Bloomberg and Python/VBA)
• Improving factor analyses and data mapping
• Automating risk reports in PowerBI
• Performing Equity and Fixed Income related investment analysis: developing and maintaining (quantitative) tools to gain more insights into the portfolio.
• Monitoring liquidity and transaction covenants, ensuring continuous liquidity availability, recommending forex transactions in direction and size across both liquid and illiquid funds.
• Carrying out data control and analysis of risk exposures, inventorying and analysis of underlying investments of the listed and non-listed investment portfolios.
• Supporting in monitoring and assessment of portfolios along Environmental, Social & Governance (ESG) attributes and metrics.
• Ad-hoc exposure reporting requested by the investment teams

Experience and Skills

• You are nearing the completion of your Bachelor's degree or are currently pursuing your Master's.
• You possess a collaborative spirit, are proactive, and have a drive for excellence.
• You demonstrate a keen interest in the financial markets and the field of investment management.
• You have a strong inclination towards data analytics, including the design and implementation of analytical tools.
• Proficiency in VBA, PowerBI, and/or Python will be considered a valuable asset.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status.