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Fund Analyst

  • Job
    Full-time
    Junior & Mid Level
  • Accounting & Tax
  • Munich

AI generated summary

  • You have training in investment funds or banking, strong process-oriented skills, team spirit, and good MS Office, English, and preferably Bloomberg/XENTIS knowledge.
  • You will manage securities investments, determine NAV for funds, process financial events, monitor corporate actions, supply data to the warehouse, maintain master data in XENTIS, and engage in projects.

Requirements

  • You have completed training as an investment fund clerk (m|f|d), bank clerk (m|f|d) or a degree in economics and have initial professional experience, ideally with an asset management company or a financial services provider
  • High affinity for a process-oriented, independent, precise and careful way of working
  • You have strong communication skills, flexibility, stress resistance, teamwork skills and commitment
  • Very good MS Office knowledge, especially Excel and PowerPoint
  • User knowledge of Bloomberg and the fund accounting system XENTIS would be desirable
  • Good written and spoken English skills

Responsibilities

  • Responsibility for all securities investments in all asset classes
  • NAV determination for special and public funds as well as direct investments
  • Editing and processing of all events generated based on WM data (coupon, dividend events, repayments)
  • Monitoring and central accounting of corporate actions taking into account the tax and commercial law specifics
  • Data supply to the internal data warehouse via various interfaces
  • Central maintenance of securities and fund master data in XENTIS
  • Participation in projects and assumption of partial responsibilities

FAQs

What are the main responsibilities of a Fund Analyst?

The main responsibilities include managing securities investments across all asset classes, determining NAV for funds, processing corporate actions, providing data to the internal data warehouse, maintaining securities and fund master data in XENTIS, and participating in projects with partial responsibilities.

What qualifications are required for this position?

Candidates should have completed training as an investment fund clerk or bank clerk, or have a degree in economics, along with initial professional experience in asset management or financial services.

What skills are preferred for this role?

Preferred skills include a process-oriented and precise working style, strong communication skills, flexibility, stress resistance, teamwork skills, very good MS Office knowledge (especially Excel and PowerPoint), and ideally, user knowledge of Bloomberg and XENTIS.

Is knowledge of any specific software necessary for this position?

Yes, familiarity with Bloomberg and the fund accounting system XENTIS is desirable.

What are the language requirements for this job?

Good written and spoken English skills are required for this role.

Is prior experience in asset management essential?

While initial professional experience is ideal, specific prior experience in asset management is not strictly essential.

What kind of working environment can I expect?

You can expect a collaborative working environment that values teamwork, communication, and commitment.

Are there opportunities for professional development in this role?

Yes, there may be opportunities for professional development through participation in projects and assuming partial responsibilities.

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Human Resources
Industry
1-10
Employees
2023
Founded Year

Mission & Purpose

Skillfarm is a professional development platform that focuses on building and enhancing skills in areas such as leadership, communication, and problem-solving. Their ultimate mission is to empower individuals and teams to achieve their full potential through targeted skill-building programs. The purpose of Skillfarm is to bridge the gap between existing skills and the demands of the modern workplace, enabling users to thrive in their careers by offering practical, real-world training solutions.