CareerPlan

(Senior) Sachbearbeiter Investorenservice (m/w/d)

München, BAYERNFull-time2025-01-27 → 2026-11-12

Core

Handling investor services for closed investment funds, including distribution of tax and commercial results, reporting, and investor communication.

Role type

Senior investment services specialist (IC)

Builds

Investor service operations and reporting for closed investment funds

Domain

Finance / Investment Management

Required skills

Investment fund administration, tax and commercial law reporting, stakeholder management, database management, MS Office proficiency

Preferred skills

Project leadership, cross-functional tasks

Technologies

MS Office, Databases

Responsibilities

Distribute tax and commercial results for investment funds, manage reporting obligations, prepare board resolutions, communicate with investors and clients, serve as primary contact for service clients

Seniority

Senior, hands-on IC