Vermögenscontroller / Investment Reporting & Analyse (m/w/d)
Core
Create investment reports, analyze asset structures, performance, and risks, and prepare decision-making materials for clients.
Role type
Investment controller and reporting analyst
Builds
Investment reports and client decision-making materials
Domain
Wealth management and family office
Required skills
Financial accounting, asset structure analysis, performance analysis, risk analysis, client communication, process improvement
Preferred skills
Securities knowledge, reporting experience, complex data interpretation
Technologies
Financial reporting tools, data analysis platforms
Responsibilities
Capture, reconcile, and validate asset data; analyze asset structures, performance, and risks; prepare analysis and decision-making materials for clients; collaborate directly with clients, banks, and partners to develop processes