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Middle Office Representative

IBI Investment House·ישראל·en
לא צויןמשרה מלאהInvestment ManagementFinancial Services

Join a financial operations team supporting international banks, investment products, business clients, and external professional representatives.

תחומי אחריות

  • Prepare client reports using bank statements, tax reports, and annual reports from local and foreign banks.
  • Communicate with banks and clients about deposits, withdrawals, and money and securities transfers.
  • Process operational activities for structured products, hedge funds, and alternative investment funds.
  • Prepare customized reports for business clients and provide professional support to clients, CPAs, and agents.
  • Manage digital signatures, KYC documentation, and related operational processes.
  • Collaborate with internal departments, perform controls, and update financial systems.

דרישות

  • Previous experience in a bank or investment house is mandatory.
  • Basic understanding of capital markets.
  • Good English communication skills.
  • Excellent Excel skills.
  • Strong organizational skills and attention to detail.
  • Ability to work effectively in a team.
  • High sense of responsibility.

רלוונטיות

הזדמנויות נוספות

משרות דומות

המשרות הפתוחות החדשות ביותר בתחום Investment Management.