UNI
Universal-Investment-GmbH
Investmentfondskaufmann/-frau
Vor 2 Monaten veröffentlicht
Vollzeit
Frankfurt am Main
Unbefristet
Vor Ort
Ihre Aufgaben
Senior Specialist Reporting Solutions Your skills and experience:
We are looking for a passionate and experienced Senior Reporting Specialist to join our Reporting & Real Estate Operations Team. In this role, you will implement individual customer reporting requirements. Join us in making a meaningful impact on our journey to success!
Your tasks and responsibilities:- Oversee the management and implementation of client-specific reporting projects.
- Serve as the primary contact for institutional clients, asset managers, and internal stakeholders regarding reporting topics.
- Analyze individual client requirements and develop tailored reporting solutions.
- Coordinate implementation projects for new mandates, fund structures, and reporting requirements.
- Ensure the timely and high-quality production of customized client reports.
- Facilitate collaboration with internal departments such as fund accounting, IT, operations, risk management, sales, client services, and compliance.
- Enhance and automate existing reporting processes and data flows.
- Support and implement changes within the reporting environment.
- Prepare presentations, status reports, and management updates for ongoing client projects.
- Promote a service-oriented and solution-focused collaboration within the team.
- Act as a subject matter expert on all reporting-related issues.
- Several years of professional experience in reporting or project management within an investment management company, fund administration, or asset management
- Expertise in managing client-related projects and stakeholder management
- In-depth understanding of reporting processes in the fund industry
- Strong technical acumen
- High level of customer and service orientation, with a confident demeanor when interacting with external stakeholders
- Structured working style combined with a pragmatic approach to problem-solving
- Proficient use of reporting and data analysis tools
- Excellent command of both German and English, both written and spoken
- Successfully completed studies in Business Administration or a comparable qualification
What we offer
- A dynamic and engaging workplace filled with exciting challenges
- In-depth exposure to the European fund industry to enhance your expertise and career growth
- A supportive and friendly atmosphere with a diverse, goal-oriented team
- An empowering role that emphasizes independent work
- Attractive perks, including a Deutschlandticket, discounts at our office canteen and various health benefits
- A flexible hybrid working model
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Universal-Investment-GmbH
Frankfurt am Main