Spezialist Anlagegrenzen Investmentfonds (m/w/d)
Core
Monitoring and verification of investment limits within various investment funds, ensuring compliance with fund contracts and internal systems.
Role type
Investment limits specialist (compliance/operations)
Builds
Compliance reports and verified fund limit data for a specialized financial services client.
Domain
Financial services / Investment funds / Compliance
Deliverable
dashboards & analysis
Required skills
Fund contract analysis, internal system data reconciliation, regulatory compliance knowledge, data analysis, MS Office proficiency
Preferred skills
Securities/funds/backoffice experience, English language skills
Responsibilities
Verify and monitor investment limits across different funds, document audit results and forward to relevant departments, align fund contracts with internal systems and data, support technical and regulatory inquiries, participate in cross-functional fund and compliance projects, analyze and prepare fund-related data