Senior Investment Controller (m/f/d) Part-time/Full-time

80-100%

Setting new standards together and shaping the future - for us, this means more than just completing tasks. Here you work with people who take responsibility, have high standards, and have the courage to explore new paths. With us, you will find an environment where trust and performance go hand in hand, and your ideas, initiative, and contribution count. This way, you have the opportunity to truly make a difference for our clients, your team, and your personal development.

What you achieve

• Post-Merger Integration (PMI) Collaboration

• Ensuring the interests of Performance Controlling within the project structure
• Co-designing the future performance measurement environment

• Performance Report

• Ensuring and further developing the investment performance reports for our clients
• Preparation and presentation of reports and decision-making bases for management and external stakeholders

• Further development and optimisation of controlling and reporting processes:

• Analysis and identification of improvement potentials in existing processes.
• Development and implementation of new, efficient workflows.
• Collaboration with internal and external partners to harmonise processes.

• Performance analysis and commentary

• Monitoring and analysing the performance indicators of investment portfolios and their benchmarks
• Preparation of well-founded explanations for performance deltas

• Tool usage and further development:

• Application and maintenance of tools such as Excel, Power BI, Aladdin, and SimCorp Dimension for data analysis and reporting.
• Development and automation of reports and dashboards to increase efficiency.
• Evaluation and implementation of new features and technologies to optimise the existing infrastructure.

• Quality assurance of the data basis

• Ensuring and further developing data checks as a basis for the performance analysis of investment portfolios
• Analysis and resolution of data issues
• Analysis of existing processes as well as development and implementation of process improvements

What you bring

• Completed studies in business administration, economics, finance, or a comparable degree programme
• Extensive experience and interest in financial products and financial markets
• Strong numerical understanding and analytical skills
• Experience with Aladdin and/or SimCorp Dimension
• Several years of experience in asset management
• Practical experience with GIPS® (Global Investment Performance Standards)
• Solid knowledge of Excel and ideally Power BI
• High level of initiative, sense of responsibility, and a structured, solution-oriented working style.
• Very good German and English skills, both spoken and written

Collaboration that makes a difference

We believe in collaboration on equal footing, mutual trust, and people who want to take responsibility. Different perspectives help us develop better solutions - for our clients as well as for us as a team.

Contact

Carola Betschart

Recruiting Partner

Your line manager

Stephan Schwarz Head of Performance Controlling