Onsite
Employer: DWS Group
Title: Portfolio Analyst – Listed Infrastructure
Location: Chicago
About DWS:
Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.
Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.
We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow.
As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.
Read more about DWS and who we are here.
Team / Division Overview
The Liquid Real Assets (LRA) business is part of DWS Alternatives, with the Investment team acting as a fiduciary to direct allocations and selection in the Real Estate, Infrastructure and Commodities securities asset classes. The team manages domestic and global investment products marketed to institutional and retail investors ensuring they adhere to relevant regulatory and governance guidelines. LRA manages approximately USD 29.2 billion AUM.
Within established investment policy guidelines for Infrastructure Equities, the Analyst performs research analysis / views that support the formulation of investment strategies and enhance portfolio performance. To maximize risk-adjusted returns, s/he will leverage a deep understanding of idiosyncratic company drivers as well as industry trends and broader macroeconomic drivers. The analyst will conduct company due-diligence, research meetings and client meetings as required in support of asset management responsibilities
Role Details
As a Portfolio Analyst you will be responsible for:
Assist in developing market level forecasts using input from internal and external research groups to drive sector revenue growth and IRR models
Build and maintain database and models that help determine macro drivers and financial data of companies under coverage
Augment existing investment process on a continual basis
Assist in conducting regular research on existing holdings to ensure they continue to meet stated investment objectives
Meet regularly with, and present recommendations/written summaries to Portfolio Managers; interact with investment management/research staff/brokers/company management/traders/outside investment analysts/etc.
Assist in special projects as defined by portfolio managers and analysts
Build and maintain earnings/valuation models for companies within investment universe
Develop ability to communicate conviction levels on individual stocks held in portfolios for assigned sectors
We are looking for:
Minimum of 5+ years of experience required in a portfolio management, research, advisory or strategy related role with a core focus on the Infrastructure Equities.
Strong statistical and related quantitative data analysis methodologies associated to formulating investment strategies
Strong command of fundamental and economic analysis
Well-versed in risk-management methodology and practices
CFA or progression in CFA is desirable but not necessary
Educated to degree level within a finance related field or equivalent engineering or geology degree
What we’ll offer you:
At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
The base salary range for this position in New York is $137,000 to $240,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.
If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.
Privacy Statement
The California Consumer Privacy Act outlines how companies can use personal information. Click here to view DWS’ Privacy Notice.
We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Want to know if this job is worth applying to?
