0Research Analyst - Investment Funds
Union Investment | Germany | Luxemburg (Land) Senningerberg/Luxemburg | Permanent position | Full time / Home office | Published since: 23.10.2026 on stepstone.de

Research Analyst - Investment Funds

Branch: Insurance and financial ser... Branch: Insurance and financial services


As one of the major European platforms for investment funds, Attrax Financial Services S.A. is a reliable partner of the cooperative finance group Volksbanken Raiffeisenbanken in Germany and other professional financial service providers - such as banks, investment companies and insurance companies. The company offers its institutional customers innovative business-to-business services for fundbrokerage and fund storage, customer-oriented solutions in the fields of fund administration back and middle office as well as depot services. In addition, the business model also includes the central activity of the Transfer Agent for the Union Investment Group’s corporate management companies. Professional research services and information systems complete the range of services. .

Your tasks • Your profile • What we offer

Support the research team of attrax in the analysis of investment funds. If you are looking for an exciting and varied challenge, you are right in this position. You take the following tasks independently: Analysis of investment funds using defined selection criteria Discussions with fund managers, investment specialists and sales experts from fund companies for the qualitative assessment of investment funds Responsibility for the attrax fund recommendation list and fund manager selection Creation of attrax research publications in the form of analyses and assessments as well as professional communication to cooperative banks and attrax sales directors Editorial responsibility for setting attrax research information in the “attrax-Fondsadvisor” as a web-based information platform for our customers Continuous further development of the quantitative and qualitative selection process by evaluation models based on financial-mathematical methods and the integration of artificial intelligence and/or data models. Participation in events and congresses, including as a consultant and representation of the company at specialist conferences from the investment fund environment

A completed bank training, an economic study or a comparable qualification Further training on the Chartered Financial Analyst (CFA), Certified International Investment Analyst (CIIA) or equivalent additional qualification would be desirable or you are ready to develop in this area Ideally experience in the cooperative banking environment as well as the fund manager selection as an investment analyst, for example in the fund research of a bank, an analysis platform or an asset manager Funded understanding of capital markets, interdisciplinary thinking and recognition of trends and customer needs Embossed analytical and methodological competence as well as experience in the processing and evaluation of financial mathematical key figures – also in the portfolio context Comprehensive IT knowledge about the financial analysis platform Morningstar Direct, MS Office applications as well as safe and routined handling of applications for artificial intelligence and process-oriented data processing would be desirable Very good communicative skills for addressable preparation and enthusiasm for the professional presentation of analytical knowledge with clear derivations and recommendations for action Very good language skills in German and English in word and writing Mobile work is quite natural with us, as is the majority presence on site in our modern offices in Senningerberg/Luxembourg. We also welcome diverse educational backgrounds and work experiences. We are open to talents whose CV at first glance does not fit 100% with the requirements in our job ad. We offer the appropriate framework conditions to fully develop their individual potential.

In addition to our attractive work environment, there are also numerous other benefits and social benefits such as Mobile and flexible work Free Germany Ticket as a Job Ticket Attractive operating restaurants and coffee bars at Frankfurt and Luxembourg locations Granted lunch Free drinks at work Occupational pension Assets Employee conditions within the framework of the cooperative financial association Childcare allowance Various offers on the topics of fitness and health (e.g. Wellpass, Internal Sports and Health Care) Various leasing offers (e.g. bicycle or tech leasing) Further education Modern working environments, including a first-class IT equipment and much more! Benefits may vary according to company and location. .

Location

ava Union Investment
1736  Senningerberg/Luxemburg
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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