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Teamassistenz Portfoliomanagement (m/w/d)

München, BAYERNFull-time2025-01-27 → 2026-10-14

Core

Administrative and operational support for portfolio management, including data preparation, contract drafting, and AML checks.

Role type

Junior administrative assistant (portfolio management)

Builds

Administrative support for a German asset management firm

Domain

Finance / Asset Management

Deliverable

dashboards & analysis

Required skills

Data preparation, contract drafting, AML checks, MS Office, German (fluent), English (fluent)

Preferred skills

Asset and portfolio management experience, controlling/reporting knowledge

Responsibilities

Support daily portfolio management tasks, prepare data and information, handle administrative tasks like scheduling and travel coordination, assist in contract creation, conduct money laundering checks, prepare meetings and reports, communicate with stakeholders