Job offer
Systems specialist
Bank Zimmerberg is looking for a flexible and reliable Investment Specialist to assist with portfolio selection, asset management and client support. The position offers a modern working environment, initiative and personal development opportunities.
Job description
Your tasks
- Collaboration in portfolio selection for our asset management and model portfolios
- Trading and monitoring of asset management mandates (AM)
- Management of VV and advisor services for clients (acquisition)
- Reporting, earnings accounting and semi-annual support/further development of systems (e.g. Finax, Finvero) as well as support in the consulting business
- Preparation of investment proposals, analyses and research of new products
- Project management in the investment area incl. coordination with partner banks and outsourcing partners
- Development and maintenance of tools (Excel, Bloomberg) to increase efficiency and automation
- Support for compliance in monitoring and advisory quality
Your profile
- Completed Bachelor's degree (BMA), Banking & Finance, Business Informatics or comparable training
- Professional experience in asset management, asset administration or investment controlling
- Very good understanding of financial markets, investment products and regulatory requirements
- Experience in project management and cooperation with internal and external partners
- Confident handling of MS Excel (incl. macros/VBA)
- Analytical and structured thinking, high quality awareness and initiative
- Sound knowledge of securities and derivative financial products is an advantage
- Very good German & good English skills
Our offer
- Dedicated, supportive team & modern working environment
- Scope for personal initiative & personal development
- Flexible vacation policy incl. unpaid vacation & vacation day purchase
Job details
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