FERI AG | Germany | 61xxx Bad Homburg | Permanent position | Full time / Home office | Published since: 12.02.2026 on stepstone.de
Investment Proposals Specialist (m/f/d)
The FERI Group is one of the leading bank-independent multi asset investment houses in German-speaking countries. With around 250 employees, we develop tailor-made solutions for institutional investors, family assets and foundations. Our investment specialists currently maintain a fortune of around 63 billion across the group. Euro, of which around 18 billion Euro Alternative Investments. In investment management, FERI offers a wide range of asset management services. We have years of experience in all asset classes – money market, currencies, shares, pensions, raw materials, hedge funds and private markets. They follow a multi-asset approach ranging from the development and implementation of individual investment strategies to quantitative risk management and control.
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Your tasks • Your profile • What we offer
Cooperation in the design and production of sales materials for our asset management services and fund concepts Self-creation and coordination of RfPs and support in the development of investment proposals Content processing of investment concepts and presentations for different customer groups (including HNWIs, UHNWIs and Family Offices) Support in the development of strategic asset allocation proposals in close cooperation with our investment experts Cross-departmental coordination with Asset Management, Alternative Investments, Family Office and Marketing Participation in the preparation and content of investor events Coordination with internal investment experts and structured preparation of the content in the context of pitch processes
Successfully completed studies in economics, finance or a comparable discipline Multiannual relevant professional experience (2–4 years) in asset management, in a KVG, private bank or comparable investment-related environment Ideally experience in creating pitch documents, offer documents or RfPs in the institutional or demanding customer environment Good understanding of capital markets, asset allocation and common asset classes in the multi-asset context Very good MS Office skills, especially PowerPoint; safe handling with Excel Very good German knowledge (C2) in word and writing Structured, careful and independent working methods and joy in conceptual and content development Team-oriented personality with strong quality standards and the desire to develop professionally in the investment environment
Remuneration: We extend your attractive compensation package with various additional services and a shopping card we charge monthly Work-Life-Fit: Through flexible working time with home office, childcare support and an empirical working environment, FERI profession and private are compatible Health: Ergonomic and modern jobs are of course with us – we also offer occupational health management as well as various sports services Mobility concept: With a discounted Germany ticket, service bike leasing and an (e) company car control you get full flexibility Development: We promote and support in-house training as well as external training – in the sense of our corporate value “future orientation” Learn more about our numerous benefits and FERI on our career page. .
Location
 | FERI AG | |
| 61348 Bad Homburg | ||
| Germany |
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