Specialist Advisory Desk

Company: Work Abroad Location: Frankfurt am Mein Department: Administration Employment Type: Full Time

Specialist Advisory Desk (m/f)

The Advisory Desk is part of Middle Office Operations Europe and provides services for external Advisors, Portfoliomanagers and Institutional Sales. The main tasks are the ordermanagement including compliance checks, clarification of any deviation between custodian banks and Back Office. Furthermore, subscriptions and redemptions as well as the year-end distributions for German special funds are handled within the team. The team is also responsible to request instructions for voluntary Corporate Actions, to set up term deposit accounts and credit lines for the use of OTC derivatives. In addition to this, it handles compliance breaches, and performes EMIR transaction reporting.

Key Requirements/Skills/Experience

  • willingness to work in wide and changing environment
  • ideally work experience in an operational position with good knowledge in investment products as well as in subscription/ redemptions and year-end distributions
  • good understanding for processes (in the Asset Management business) and permanently review to mitigate risks
  • knowledge in Microsoft Office (especially in Excel) and Bloomberg
  • University degree in economics, applied economics, business studies or similar eduction
  • Fluent in spoken and written German and English, near to or at negotiation level
  • Additional specialization in managing relationships to business partners such as brokers, service providers, etc.
  • Very good team player with distinctive communication skills and high interpersonal competence, high motivation and positive work attitude
  • Strong communication and management skills and a passion for working across divisions and hierarchy’s in an organization

Additional Information

We offer an attractive, performance-related compensation package and provide a productive atmosphere which is dominated by team spirit. Your personal development is of particular importance for us.

Apply for this Position
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