Referent Kapitalanlagen (m/w/d) mit Schwerpunkt Reporting & Analyse
Core
Creation and development of internal and external investment reporting across all asset classes, ensuring data quality and analyzing portfolio evolution including asset structure, performance, costs, and liquidity.
Role type
Investment Reporting & Analysis Specialist
Builds
Investment reports, performance dashboards, and regulatory filings for department leadership, management board, and investment committee.
Domain
Asset Management / Investment Control
Deliverable
dashboards & analysis
Required skills
Investment reporting, portfolio analysis, data quality assurance, financial modeling, regulatory reporting, ESG metrics, process automation, Excel, data management
Preferred skills
Real estate funds, alternative investments, Business Intelligence tools, database management
Responsibilities
Consolidate and validate data from asset managers and service providers; Analyze portfolio development and performance; Create forecasts and plans for results, performance, and liquidity; Prepare reports for various stakeholders; Develop and automate reporting processes; Assist in regulatory filings.
Seniority
Mid-level, hands-on IC