Spezialist Wertpapierverwaltung / Portfolio Operations & Reporting (m/w/d)
Core
Manage a portfolio of wealth management accounts, handling operational tasks, account administration, securities settlement verification, order execution, cash flow planning, and customer reporting.
Role type
Specialist in portfolio operations and reporting
Builds
Wealth management depots and client reporting packages (via careerplan.io/jobs/237734-spezialist-wertpapierverwaltung-portfolio-operations-reporting-mwd-at-hartz-regehr)
Domain
Financial services / Wealth management
Required skills
Securities accounting, order execution, cash flow planning, customer reporting, process optimization, Excel proficiency, reporting tools
Preferred skills
Capital market experience, IT affinity, analytical thinking, structured work style
Responsibilities
Manage a portfolio of wealth management accounts, verify and book securities settlements, execute orders and adjust depots, prepare and review customer reports, support client meetings, optimize business processes