Assistant(e) De Gestion Centralisée

ROTHSCHILD & CO MARTIN MAUREL

Marseille, France
Centralized portfolio management
Investment constraints monitoring
Excel and power point mastery
Ensure daily tasks for centralized portfolio management, including account entries/exits, contributions/withdrawals, and liquidity monitoring

Job Summary

  • Ensure daily tasks for centralized portfolio management, including account entries/exits, contributions/withdrawals, and liquidity monitoring.
  • Participate in various centralized management controls, such as compliance with investment constraints and analysis of weight discrepancies.
  • Collaborate daily with different departments of the Bank and perform administrative tasks, including performance reporting.

Matching Summary

Ensure daily tasks for centralized portfolio management, including account entries/exits, contributions/withdrawals, and liquidity monitoring.

Skills & Requirements

Must-have

  • Centralized portfolio management
  • Investment constraints monitoring
  • Excel and Power Point mastery
  • Daily administrative tasks

Nice-to-have

  • Teamwork and collaboration
  • Strong interpersonal skills
  • Professional development focus

Key Requirements

  • 1-3 years of experience in private banking assistance
  • Knowledge of banking environment and financial markets
  • Bac +2/3 qualification

Work Rights

Not specified

Tailored Resume

Cover Letter