Your Tasks
- Preparation of asset reports as well as preparation, support and follow-up of
reporting appointments with clients - Creation and updating of asset and liquidity planning
- Ongoing asset analysis and monitoring, development of optimization options
- Responsibility for the further development of asset monitoring software
- Communication with clients and handling of day-to-day business matters
- Coordination with commissioned service providers such as banks and tax consultants
- Administrative tasks such as document management, company administration, capital calls and payment transactions
- creation of presentation
- General, project-related and organizational tasks
What you bring with you
- Successfully completed degree with a focus on financial management or completed banking training
- Several years of practical experience in managing private assets
- At least two years of experience with asset monitoring software (e.g. iComps, QPLIX or PSplus) or reporting of financial investments
- Extensive experience in dealing with all types of financial investments: equities, bonds, structured products, derivatives, real estate, investments in venture capital and private equity, etc.
- Independent and careful working style as well as a quick grasp of things
- High customer and service orientation, strong communication skills and team-oriented working style
- High willingness to learn and perform
- Advanced Microsoft Office knowledge, especially Excel
- Strong organizational skills
This is what we offer
- Diverse and challenging tasks as well as above-average learning potential
- Attractive remuneration and a very good working atmosphere in a dynamically growing company
- High degree of personal freedom
- Very good development and career prospects
- Hybrid working – in the office and mobile
- Flexible working hours
- Very good connection to public transport and Hamburg city center
- subsidy for the Deutschlandticket and lunch
- company pension scheme
How to reach us
We look forward to receiving your detailed application via our online form!
Apply for this job
About Us
Lennertz & Co. is an owner-managed family office with a clear focus on the further development and increase in value of its clients' assets.
To this end, our team of more than 30 employees examines their family situation, the company and financial situation in detail and on an ongoing basis, taking into account the legal and tax-relevant framework conditions.
Our investment recommendations are in line with the personal preferences of our clients. They benefit from our independence, for example in assessing global investment opportunities, selecting them and implementing them discreetly.
As an entrepreneurial family office, we share our clients' demand for quick, in-depth and secure decisions. Lennertz & Co. has a large number of authorisations from the Federal Financial Supervisory Authority (BaFin) and is therefore subject to numerous qualitative and quantitative requirements of both BaFin and the Deutsche Bundesbank.