FERI AG | Germany | 61xxx Bad Homburg vor der Höhe | Permanent position | Full time / Home office | Published since: 17.09.2026 on stepstone.de
Senior Specialist Client Solutions & Presentation Desk (m/f/d)
FERI is a leading asset manager in German-speaking countries. With a dedicated team of over 290 employees, we develop tailor-made investment solutions for institutional investors, family offices and foundations. Our investment specialists currently maintain a wealth of over 65 billion. Euro, of which more than 18 billion Euro in alternative investments. In the CIO area of FERI, the Client Solutions & Presentation Desk department is responsible for the creation of high-quality, addressable documents on FERI Investment Funds, product innovations and complex investment strategies as well as individual investment proposals, RfPs and tender documents for institutional and private customers. For our established Team Client Solutions & Presentation Desk, we are looking for an experienced personality with a strong understanding of capital markets, investment solutions and their targeted placement. If you want to prepare complex investment topics address-oriented, design high-quality presentations and act as a savings ring partner for portfolio management, investment research and sales, we offer you a challenging role with high professional responsibility and wide design options.
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Your tasks • Your profile • What we offer
FERI is a leading asset manager in German-speaking countries. With a dedicated team of over 290 employees, we develop tailor-made investment solutions for institutional investors, family offices and foundations. Our investment specialists currently maintain a wealth of over 65 billion. Euro, of which more than 18 billion Euro in alternative investments. In the CIO area of FERI, the Client Solutions & Presentation Desk department is responsible for the creation of high-quality, addressable documents on FERI Investment Funds, product innovations and complex investment strategies as well as individual investment proposals, RfPs and tender documents for institutional and private customers. For our established Team Client Solutions & Presentation Desk, we are looking for an experienced personality with a strong understanding of capital markets, investment solutions and their targeted placement. If you want to prepare complex investment topics address-oriented, design high-quality presentations and act as a savings ring partner for portfolio management, investment research and sales, we offer you a challenging role with high professional responsibility and wide design options.
Responsibility for addressable translation of complex investment strategies into high-quality and convincing product and customer presentations Conception of tailor-made investment proposals for institutional investors and UHNWI in close coordination with portfolio management, sales and other disciplines Control and content quality assurance of central documents for customer appointments, institutional roadshows, events and FERI investor days Responsible coordination and processing of RfPs and alerts, including cross-disciplinary coordination and ensuring consistent positioning Accompanying product innovations over nine asset classes – from conception and positioning to market launch Further development of presentation standards, processes and formats with focus on quality, efficiency and scalability Ensuring a consistent and high-quality representation of FERI's investment competence and product world to internal and external stakeholders
Successfully completed studies of economics, finance, economics or a comparable degree programme Multiannual professional experience in asset management, private banking, investment consulting, capital markets or a comparable function Funded understanding of capital markets and various asset classes and investment strategies Insufficient experience in designing and creating high-quality presentations Embossed sense for targeted communication of complex investment topics Very good knowledge of Microsoft Office, especially PowerPoint Self-contained, structured and quality-oriented operation combined with a high level of precision and design Embossed communication and coordination capabilities as well as safe occurrence to different stakeholders Very good knowledge of German (C2) and knowledge of English (at least C1)
Payment: 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: Get a (e) car with private use, a discounted Germany ticket and service bike lease full flexibility Development: We promote and support in-house training as well as external training – in the sense of our corporate values “responsibility” and “excellence” Learn more about our numerous benefits and FERI on our career page. .
Location
![]() | FERI AG | |
| 61348 Bad Homburg vor der Höhe | ||
| 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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