description of the company
ODDO BHF SE is one of the leading independent private banks in Germany. Our customers are very wealthy private investors, primarily medium-sized companies and institutional investors. We are committed to providing professional and individual advice. We place high demands on our employees to ensure that their work contribution and personality reflect this maxim.
job description
Tasks- Operation of a family office standard software as well as digital interfaces to ODDO BHF systems
- Creation of appointment-related documents for customer meetings and pitch documents for potential customers
- Preparation of asset reports/evaluations and content review/plausibility check
- Excel-based evaluation and calculation of historical performance data (return and risk indicators, comparison with family office benchmark)
- Collaboration in the preparation of reports, in particular integration and analysis of quantitative evaluations/historical performance data
- Preparation of discussion documents/presentations based on the evaluations
- Collaboration on projects (also across departments)
- Maintenance of databases, administration of documents and mail processing (opening, assigning, processing, filing, outgoing mail)
requirement profile
Requirements
- Degree in economics or finance or similar training
- Relevant practical knowledge desirable
- Good MS Office knowledge
- Good oral and written communication skills
- initiative and team spirit
- Independent and precise working style
- Start: immediately for 4-12 months
Ms. Anna Kraus