Deutsche BankDiscretionary Portfolio Management (DPM) Product Specialist, AS
Deutsche Bank is hiring a Discretionary Portfolio Management (DPM) Product Specialist, AS. Level rates it ; you can apply on Deutsche Bank.
Level's read on this job
- Level rates this role Uses AI ●●○○: an ordinary role that requires AI tools.
- The posting mentions MS Excel, MS PowerPoint and AI Tools among its tools and skills.
- Level classes it as a mid-level role.
- Deutsche Bank has 1,100+ other open roles on Level.
AI in this role
Produces pre- and post-sales marketing materials for Discretionary Portfolio Management teams while leveraging AI tools for workflow optimization.
Job Description:
Job Title- Discretionary Portfolio Management (DPM) Product Specialist, AS
Location- Mumbai, India
Role Description
- The Managed Solutions – Discretionary Portfolio Management (DPM) team in Mumbai is responsible for producing good quality content for the DPM team.
- The team member will be expected to prepare pre-sales and post sales material for the DPM team in the USA.
- This also provides an excellent opportunity to work with portfolio managers as well as sales team to provide client centric materials.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
- Best in class leave policy
- Gender neutral parental leaves
- 100% reimbursement under childcare assistance benefit (gender neutral)
- Sponsorship for Industry relevant certifications and education
- Employee Assistance Program for you and your family members
- Comprehensive Hospitalization Insurance for you and your dependents
- Accident and Term life Insurance
- Complementary Health screening for 35 yrs. and above
Your key responsibilities
- Produce marketing materials for DPM teams and update them as required
- Performance reporting, update pitchbooks and newsletters
- Produce pitches for tailored mandates
- Keep templates updated as per branding and compliance requirements
- Make marketing materials available on relevant platforms/intranet pages in a timely manner
- Engage with multiple stakeholders to gather data and provide output of optimum quality
- Identify inconsistencies in the data or processes, if any and escalate if necessary
Your skills and experience
- Minimum post graduate degree with focus on Finance, Management or similar. CFA / FRM / CA will be preferred
- Understanding of global capital markets and discretionary portfolio management business
- Working in the financial services industry with prior experience with advisory solutions or discretionary management teams
- Advanced knowledge of MS Excel and Powerpoint is a must.
- Outstanding interpersonal and communication skills.
- Ability to work under limited or no supervision while adhering to timelines
- Knowledge of German language will be an added advantage
Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.
How we’ll support you
- Training and development to help you excel in your career
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
About us and our teams
Please visit our company website for further information:
https://www.db.com/company/company.html
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
How we rate this
Discretionary Portfolio Management (DPM) Product Specialist, AS at Deutsche Bank rates 45 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.
Uses AI. An ordinary role that requires AI tools.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- What's a project where you used MS Excel hands-on?
- Walk me through how you've used MS PowerPoint in your day-to-day work.
- What are the limits of AI Tools that you've run into, and how did you work around them?
- This role expects you to use AI tools as part of the job. Which ones have you used, and for what?
- Tell me about a time an AI tool got something wrong. How did you catch it?
Adapt your resume
- List these exact terms on your resume: MS Excel, MS PowerPoint, and AI Tools. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
- Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.
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