Sales Support Asset Management - España & LATAM

Context

Sobre DPAM: Gestora europea del grupo CA Indosuez especializada en gestión activa y sostenible, con integración ESG y enfoque fundamental y de calidad.

Misión:
Dar soporte operativo, comercial y analítico al equipo de ventas en España y LATAM, asegurando materiales impecables, coordinación interna ágil y atención excelente a clientes institucionales, bancas privadas y distribuidores.

About DPAM: European asset manager with a strong active, sustainable approach, deep ESG integration, and a quality- and fundamentals-driven philosophy.

Mission:
Provide commercial, operational and analytical support to the Spain & LATAM sales team, ensuring best-in-class client materials, smooth cross-team coordination and excellent service to institutional, private banking and distribution partners.

Your position

•    Preparar y actualizar presentaciones, fichas de fondos y materiales (ES/EN).
•    Coordinar con Marketing, Producto, Reporting, Legal/Compliance y plataformas (Allfunds, etc.).
•    Organizar roadshows, webinars y formaciones; logística y seguimiento post-reunión.
•    Mantener CRM/pipeline, elaborar informes de AUM, flujos y rentabilidad; soporte en DDQ/RFP.
•    Apoyar contratos de distribución y circuitos de aprobación internos (CoDIL, BAC, etc.).
•    Redactar resúmenes ejecutivos y newsletters para clientes B2B.

• Prepare and update presentations, fund factsheets and sales decks (ES/EN).
• Coordinate with Marketing, Product, Reporting, Legal/Compliance and platforms (e.g., Allfunds).
• Organise roadshows, webinars and trainings; handle logistics and post-meeting follow-ups.
• Maintain CRM/pipeline; produce AUM/flows/performance reports; support DDQs/RFPs.
• Assist with distribution agreements and internal approval flows (e.g., CoDIL, BAC).
• Draft executive summaries and client newsletters for B2B audiences.

Your profile

• Grado en Economía/Finanzas/Empresa (máster valorado).
• 2–5 años en Sales Support/Client Service/Middle Office en gestoras o banca privada.
• Conocimiento de fondos, ratios riesgo-retorno, SFDR/ESG, Morningstar.
• Excel/PowerPoint avanzado; inglés C1 (francés valorable).
• Organización, detalle, proactividad y excelente comunicación.

•    Degree in Economics/Finance/Business (Master’s a plus).
•    2–5 years in Sales Support/Client Service/Middle Office within AM or private banking.
•    Solid knowledge of funds, risk-return metrics, SFDR/ESG, Morningstar.
•    Advanced Excel/PowerPoint; English C1 (French is a plus).
•    Strong organisation, attention to detail, proactivity and communication skills.

Our offer

For more than 150 years, Degroof Petercam has been a reference investment house. Entrepreneurship is our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence. The impact of our work goes beyond profit by looking at business from a broader perspective, challenging those who want to intellectually. As a part of Indosuez Wealth Management and Crédit Agricole, we offer our people ongoing learning and development and mobility on an international scale. 

In addition to our fascinating work environment, we also offer:

•    A broad offer of learning & development programs including a Degroof Petercam Academy for both professional and personal goals.
•    An attractive and market conform compensation package
•    Flexible working hours & teleworking
•    An Employee Social Engagement Program
•    Access to the same Private Banking Expertise as our clients