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Portfolio Implementation Specialist (m/w/d)

Die Serafin Wealth Management (eine Marke der Serafin Asset Management GmbH) ist ein moderner Boutique Wealth Manager mit Sitz in Frankfurt am Main. Wir kombinieren traditionelle Werte mit modernster Technologie, um Privatkunden Zugang zu professionellen Anlagestrategien zu bieten. Unser Fokus liegt auf der Entwicklung und Umsetzung bedürfnisorientierter Mandate für unsere anspruchsvolle Klientel.

Für den weiteren Ausbau unseres Geschäftes suchen wir zum nächstmöglichen Zeitpunkt:

Portfolio Implementation Specialist (m/w/d)

 

Ihre Aufgabe

Als Portfolio Implementation Specialist sind Sie verantwortlich für die Implementierung der von unserem Investment-Team erstellten Modellportfolios in die Depots unserer Kunden. Sie arbeiten eng mit dem Investment-Team zusammen und stellen sicher, dass die Umsetzung der Anlagestrategien präzise und effizient erfolgt.

Ihr Tätigkeitsfeld

  • Umsetzung von Mandaten für Privatkunden auf Basis von definierten Modellportfolios
  • Tägliche Überwachung und Verwaltung der zugewiesenen Kundenstrategien
  • Gewährleistung der Vollständigkeit und Richtigkeit von eingehenden Daten, der Einhaltung der Mandatsvorgaben und der Kundenberichterstattung
  • Mitwirkung an Prozessverbesserungen und Erstellung von Handelsplänen für Portfolio-Transitionen, Onboarding und Terminierungen
  • Erkennen potenzieller Fehler in den Daten, Identifikation von operationellen Risiken und Eskalation bei Bedarf
  • Unterstützung des Vertriebs mit Portfoliodaten für die Kundenbetreuung und Beantwortung von Kundenanfragen
  • Management der Kontrahenten-Diversifizierung, Anlagegrenzen, operationellen Risiken und die Durchführung von Transaktionskostenanalysen
  • Sicherstellung einer reibungslosen Portfolioimplementierung in Zusammenarbeit mit den Depotbanken

Ihr Profil

  • Abgeschlossenes Studium (Bachelor oder Master) in Finanzwirtschaft, Mathematik, Ingenieurwesen oder einer vergleichbaren quantitativen Disziplin (bevorzugt)
  • 3-5 Jahre Berufserfahrung in der Portfolioimplementierung, dem Portfoliomanagement oder verwandten Finanzdienstleistungen
  • Nachweisbare Erfahrung mit der Umsetzung von Anlagestrategien in Kundendepots
  • Ausgeprägte Detailgenauigkeit und die Fähigkeit, Aufgaben auch unter hohem Zeitdruck termingerecht zu erledigen
  • Starke zwischenmenschliche Fähigkeiten sowie ausgezeichnete schriftliche und verbale Kommunikationsfähigkeiten in Deutsch
  • Teamfähigkeit und ausgeprägte Dienstleistungsorientierung
  • Sehr gute Kenntnisse von MS Excel und VBA; Kenntnisse einer weiteren Programmiersprache sind von Vorteil
  • Gute Kenntnisse der englischen Sprache in Wort und Schrift

Unser Angebot

  • Spannende und abwechslungsreiche Aufgaben mit der Möglichkeit, in einem jungen Unternehmen mitzuwachsen und zum Erfolg beizutragen
  • Flache Hierarchien, mobiles Arbeiten, flexible Arbeitszeitmodelle und die direkte Zusammenarbeit mit Entscheidungsträgern
  • Ein dynamisches, wertschätzendes und kollaboratives Arbeitsumfeld
  • Pragmatische, professionelle und ergebnisorientierte Arbeitsweise in einem hoch motivierten und qualifizierten Team

Ihre Bewerbung

Wenn Sie sich für diese anspruchsvolle Aufgabe interessieren und unsere hohen Qualitätsansprüche teilen, freuen wir uns auf Ihre aussagekräftigen Bewerbungsunterlagen inkl. Verfügbarkeit und Gehaltsvorstellung per E-Mail an recruiting@serafin-am.com
 

E-MAIL US

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This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

The content of this website is directed at persons who are resident in Germany or Switzerland or who access this website from Germany or Switzerland.

This website and the information provided on this website shall not constitute an offer to sell or a solicitation to purchase or subscribe any shares or units in the funds mentioned on this website. The key investor information, the prospectus, the annual and semi-annual reports of the funds are published on this website to comply with statutory requirements.

Subscriptions will only be received and shares or units in the funds issued on the basis of the most recent key investor information and the contractual conditions set out in the prospectus in conjunction with the most recent annual and/or semi-annual report of the fund.

A financial investment is associated with risks. The value of a fund unit/share or investment, as well as the income derived from it, may be subject to fluctuations and are not guaranteed. The investor may not get back the full amount invested. Past performance is not indicative of future performance that may be expected.

The following information is general in nature and is not and may not be construed as constituting investment advice or any form of recommendation by Serafin Asset Management. Prior to any potential investment users should carefully consider the suitability of the investment for their individual circumstances and personal perspectives and should consult their tax, legal, financial, investment or other advisor.

For website visitors located in Germany: Please note the additional legal notices and the privacy policy.

For website visitors located in Switzerland: Please note legal information and the privacy policy as well as the information obligations (FINSA).

Any person who is a U.S. person (as such term is defined in Regulation S under the U.S. Securities Act of 1933) is not eligible to invest in the investment funds indicated on this website. I hereby certify that I am neither a citizen nor a resident of the United States of America and that I do not have a place of business in the United States of America and, in particular, that I am not a U.S. person (as such term is defined in Regulation S under the Securities Act of 1933).

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