Bankkaufmann, Steuerberater - Controller (m/w/d)
Core
Managing asset valuation, investment reporting, and financial instrument analysis for a wealth management portfolio.
Role type
Senior IC financial controller (wealth management)
Builds
Monthly and quarterly performance reports and asset valuations
Domain
Finance / Wealth Management
Deliverable
dashboards & analysis
Required skills
Asset valuation, Investment reporting, Financial instrument analysis, Portfolio management systems, MS Office, German language
Preferred skills
QPLIX, amc, PS Plus, Family Office experience