Responsibilities
• Strategic consulting combining capital markets and corporate balance‑sheet optimization in the context of occupational pensions (bAV)
• Broad advisory flexibility across the solution portfolio, including Buy‑In, Buy‑Out, Contractual Trust Arrangements (CTA), pension funds or combined solutions
• Development and commercialisation of new advisory approaches across the investment process for corporate occupational pensions (strategy, governance, implementation, execution)
• Lead and expand existing client relationships in the corporate segment
Requirements
• Relevant professional experience in the investment process of German institutional investors (e.g., CTAs or pension funds), including ALM, implementation of mandates and risk management
• Interest in the various German occupational pension (bAV) implementation routes; in‑depth knowledge is an advantage
• Understanding of the accounting and tax framework for German occupational pensions and institutional investment (for example: use of specialised funds (Spezialfonds), accounting for pension liabilities, PSV contributions)
• Experience with regulatory requirements and their influence on investment decisions is an advantage
• Enjoyment of advisory work and collaborative problem‑solving on forward‑looking investment challenges for institutional investors
• Existing network with institutional pension investors
• Experience in project management
• Consulting and sales affinity with a confident manner
• Excellent German and English language skills
• Openness and team orientation
