Mitarbeiter Middle Office Vermögensverwaltung / Ordermanagement (m/w/d)
Core
Support the Order Management team within asset management, serving as a central interface between portfolio management, sales, reporting, and securities settlement.
Role type
Middle Office Order Management Specialist
Builds
Standardized investment proposals, presentations, and technical documentation for sales units
Domain
Asset Management / Securities Trading
Required skills
Securities knowledge, Order management, Portfolio structure analysis, Contractual investment limits compliance, MS Office (Excel, PowerPoint), PM1 (Expersoft) or similar portfolio management systems
Responsibilities
Control and monitoring of the entire order management process for complex asset management clients, Verification of securities transactions and ensuring smooth execution of client orders, Review of contractual investment limits and support in adjusting portfolio structures, Creation of standardized investment proposals, presentations, and technical documentation for sales units, Participation in quarterly reports, invoice creation for fund mandates, and maintenance of information channels in Intra- and Extranet