Mitarbeiter (m/w/d) im Vermögenscontrolling
On-site
Core
Capturing, reconciling, and valuing liquid and illiquid assets for clients; supporting complex queries on total assets, performance, and reporting.
Role type
Wealth control analyst
Builds
Monthly and quarterly reports for clients
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Asset valuation, Financial reporting, Stakeholder collaboration, Portfolio management systems, Financial instruments knowledge, MS Office
Preferred skills
Investment environment experience, Portfoliomanagementsystems (QPLIX, amc, PS Plus), Family Office background
