WisdomTree in Europe

Financial Planning and Analysis

• Maintain and develop the discretionary Managed Portfolio Service model range
• Conduct fund and ETF due diligence, including quantitative screening, factor and style analysis, cost and liquidity assessment, manager due diligence and ongoing monitoring
• Prepare rebalance proposals for the Investment Committee
• Monitor portfolio risk against mandate constraints and escalate breaches to the Head of Investment Management
• Maintain risk-profiling documentation and support ratings submissions and due diligence questionnaires
• Run the rebalance cycle, including pre-trade checks, platform-specific model file generation, upload, post-trade reconciliation and completion evidence
• Manage share-class and platform-specific ISIN mapping, cash and money-market handling, minimum trade sizes and platform dealing constraints
• Support onboarding of model ranges onto new platforms and reporting or data systems
• Maintain implementation controls and an audit trail
• Produce and interrogate performance and attribution analysis
• Review factsheets, commentary, Investment Committee papers and minutes
• Respond to adviser and client questions and present at meetings, webinars and due diligence sessions
• Contribute to Consumer Duty obligations and maintain records for internal audit and FCA scrutiny
• Meet Certification Regime fit-and-proper requirements and complete annual CPD
• Build and maintain tooling for reconciliation, upload-file generation, performance data, holdings look-through and report production
• Use AI tooling to accelerate research synthesis, drafting, data manipulation and script development while validating outputs and protecting sensitive data

Investment Manager, Associate

Sales

• Drive sales and relationship-management activities across the German intermediary/wealth market
• Engage strategically with Volksbanken, Sparkassen, and other key intermediary and B2B networks
• Manage and grow relationships with B2B platforms and partners supporting product distribution across Germany
• Execute the GSR regional sales strategy through targeted outreach, relationship development, and regional coverage
• Generate net new assets and expand WisdomTree’s ETF market share in Germany
• Generate, qualify, and convert new business leads
• Contribute to achieving flow targets and identifying new market opportunities
• Promote WisdomTree’s full product set through meetings, events, and ongoing client education
• Deliver product communication covering performance updates, product benefits, portfolio use cases, and market commentary
• Maintain transparent and consistent client communication in line with regulatory and internal standards
• Maintain a clean and accurate Salesforce database
• Collaborate with the GSR team on sales campaigns, product initiatives, and market-development programs
• Contribute ideas to improve lead generation, regional visibility, and team efficiency
• Report directly to the Head of German Speaking Regions

Investment Manager, Associate

Sales Specialist, German Speaking Regions