Managing a designated part of the equity portfolios across OFE, DFE and PPK funds.
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Building active investment positions and sector exposures while balancing expected returns, risk, liquidity and benchmark considerations.
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Conducting fundamental analysis and stock selection across sectors, covering companies listed on the Warsaw Stock Exchange as well as international markets, primarily in Europe and the United States.
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Preparing investment analyses and recommendations, and monitoring investment theses.
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Contributing to portfolio construction, tactical asset allocation and overall investment strategy.
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Analyzing portfolio performance drivers and risk factors.
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Participating in corporate governance and stewardship activities related to portfolio holdings.
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Collaborating closely with the investment team to enhance investment processes and analytical capabilities.
Requirements
Our offer is for you if you have
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At least 10 years of professional experience in asset management, including a minimum of 5 years of independent equity portfolio management.
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Strong expertise in fundamental analysis, financial modelling, earnings forecasting and company valuation.
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Excellent knowledge of the Warsaw Stock Exchange and developed international equity markets.
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A portfolio management mindset with the ability to assess the impact of investment decisions on portfolio performance, risk and liquidity.
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Strong decision-making skills and the ability to operate effectively in dynamic market environments.
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The confidence to present, defend and challenge investment ideas through constructive discussion.
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Excellent command of English.
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Practical experience with Bloomberg and/or LSEG Workspace.
Nice to have
Nice to have
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Investment Advisor License.
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CFA designation or other recognized investment qualifications.
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Experience managing assets within large institutional investment organizations.
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Knowledge of corporate governance and stewardship practices.
Benefits
What we offer
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A competitive compensation package, including a performance-based bonus linked to investment results and individual contribution.
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The opportunity to co-manage the largest Open Pension Fund (OFE) in Poland.
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Significant autonomy and direct impact on portfolio construction and investment strategy.
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A collaborative environment built on open communication, intellectual curiosity and merit-based discussions.
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The opportunity to shape and improve investment processes, tools and methodologies.
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Access to leading market data and analytical platforms, along with support for professional development and continued learning.
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A hybrid working model and a modern office located in Warsaw’s Powiśle district.
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A comprehensive benefits package including private medical care, life insurance, sports card and a flexible benefits platform.