Associate Equity Portfolio / Fund Management(EN)

Create your own futureThe Kempen Global Listed Infrastructure Fund is a growing fund within Van Lanschot Kempen Investment Management. This is an opportunity to contribute as the fund builds on its seven-year track record and beyond. As a Portfolio Manager, the role involves analyzing and investing in the equities of infrastructure companies, within a truly global fund.As Associate, Global Listed Infrastructure, you will be part of a team responsible for executing the fund’s investment process and philosophy, and actively contributing to the marketing and sales of the strategy. Entrepreneurship and cooperation are highly valued at our firm; therefore, you will collaborate closely with other portfolio managers in the Global Infrastructure team as well as with client-facing colleagues and various investment professionals within Investment Management.Key responsibilities include:Analyzing listed companies that operate or manage infrastructure assets such as utilities, pipelines, transport, and digital infrastructure.Integrating sustainability opportunities and risks into investment analysis.Translating analyses into trades to actively contribute to investment out-performance.Working closely with internal and external stakeholders.Your talentsCompetitive and entrepreneurial, combined with the drive for commercial activities to market the fund: these attributes describe the ideal candidate for the Global Listed Infrastructure Fund Associate role at Van Lanschot Kempen. Talents are deployed to guide clients in a constantly changing world and a competitive industry. The ability to think creatively, find the right questions, and connect the dots ahead of the market is essential. Affinity with or experience in infrastructure is important for this role.You also have:4–6 years’ experience in investing in or analyzing companies active in infrastructure (Utilities, Industrials, Communication).Experience in using AI tools for business analysis.Experience with incorporating sustainability goals and objectives into investing, and engaging with companies to drive change.A passion for teamwork—given the small team relies heavily on collaboration throughout the idea generation and validation process.A university degree, preferably with a CFA qualification, or willingness to obtain it.Investing in a more future-oriented, sustainable, and data-driven way with a variety of clients, both nationally and internationally, is our mission. With almost 300 years of experience, Van Lanschot Kempen makes this ambition a reality—together with our approximately 2,200 colleagues across various fields of expertise.Van Lanschot Kempen Investment Management is a European specialized asset manager. We believe in focus by delivering customized investment solutions (fiduciary management) and a limited number of products, including Small Caps, Real Estate, High Dividend strategies, and Credits.The Global Listed Infrastructure Fund was launched in January 2019. Since inception, the fund has seen its assets under management grow strongly from €5 million to currently €235 million, accompanied by a strong performance track record. The team of three portfolio managers combines fundamental and data analysis skills, and looks forward to welcoming an additional team member.An organisation's degree of innovation and agility also depends on the diversity of its workforce. Our differences make us stronger together. We promote an inclusive work environment where all colleagues feel at home. At Van Lanschot Kempen, everyone is encouraged to be authentic and we take pride in this approach.That's what we do! The fact is, if you add value, you can expect the same from us in return. A good work-life balance with our 'hybrid way of working' is a good example of this. As a Vice President Equity Portfolio / Fund Management, you will also be given:a gross monthly salary between €5.900 and €7.000, commensurate with your knowledge and experience. additional flexible budget of 19.47% of your gross salary (containing a 13th month, 8% holiday allowance & 7 extra legal leave days) You can utilize this by buying a bike, monthly gym membership, but also to save up for a sabbatical! It’s also possible to get the full budget paid out at any moment in the year. an employee share plan, where Van Lanschot Kempen doubles your investment (of max. €3.500 a year) in Van Lanschot Kempen shares. 27 leave days of which 7 are part of the flexible budget. working from home equipment such as electric standing desk, chair, a number of screens of your choice can be ordered and sent to your home.customised leave arrangements for certain life events, such as grandparental leave, transition leave, bereavement leave, etc. 1 month fully paid when you take a sabbatical of 3 months or longer. your commute to work is compensated, including green options of walking and biking to work! working from home allowance. Do you have any questions? Please get in touch with Laure Calimez, Senior Recruiter, at l.calimez@vanlanschotkempen.com