Senior Specialist - Reporting Solutions

Universal-Investment; Frankfurt; Vor Ort; EUR 70.000 - 100.000; Vollzeit

Benefits dieser Stelle

Deutschlandticket

Canteen discounts

Health benefits

Zusammenfassung

Universal Investment, based in Frankfurt, is seeking a Senior Reporting Specialist to lead client-specific reporting projects and coordinate with institutional clients and internal teams. You will analyze client needs and tailor reporting solutions, ensuring high-quality customized reports and effective collaboration across departments.

The role requires deep knowledge of fund reporting processes, strong problem-solving skills, and fluency in German and English.

Qualifikationen

• Experience in reporting or project management within asset management, fund administration, or asset management firms.
• Experience managing client-related projects and stakeholder management.
• Understanding of reporting processes in the fund industry.
• High level of customer and service orientation with external stakeholders.
• Structured, pragmatic problem-solving approach.
• Proficient use of reporting and data analysis tools.
• Fluent in German and English (written and spoken).
• Studies in Business Administration or a comparable qualification.

Aufgaben

• Oversee the management and implementation of client-specific reporting projects.
• Serve as the primary contact for institutional clients, asset managers, and internal stakeholders regarding reporting topics.
• Analyze individual client requirements and develop tailored reporting solutions.
• Coordinate implementation projects for new mandates, fund structures, and reporting requirements.
• Ensure the timely and high-quality production of customized client reports.
• Facilitate collaboration with internal departments such as fund accounting, IT, operations, risk management, sales, client services, and compliance.
• Enhance and automate existing reporting processes and data flows.
• Support and implement changes within the reporting environment.
• Prepare presentations, status reports, and management updates for ongoing client projects.
• Promote a service-oriented and solution-focused collaboration within the team.
• Act as a subject matter expert on all reporting-related issues.

Kenntnisse

Stakeholder management

Reporting

Data analysis

German language

English language

Project management

Communication

Ausbildung

Business Administration degree

Tools

Reporting tools

Data analysis tools

Jobbeschreibung

Grow with us! Universal Investment is on its way to becoming Europe's leading fund services platform and Super ManCo. We have provided innovative fund solutions for asset managers and institutional investors since 1968. From our offices in Frankfurt, Krakow, Luxembourg, Dublin, Paris, Singapore and Stockholm, we continue to expand internationally. We are currently looking for entrepreneurial people who want to grow and share in the profits of our success.

We are looking for a passionate and experienced Senior Reporting Specialist to join our Reporting & Real Estate Operations Team. In this role, you will implement individual customer reporting requirements. Join us in making a meaningful impact on our journey to success!

Your tasks and responsibilities:

• Oversee the management and implementation of client-specific reporting projects.
• Serve as the primary contact for institutional clients, asset managers, and internal stakeholders regarding reporting topics.
• Analyze individual client requirements and develop tailored reporting solutions.
• Coordinate implementation projects for new mandates, fund structures, and reporting requirements.
• Ensure the timely and high-quality production of customized client reports.
• Facilitate collaboration with internal departments such as fund accounting, IT, operations, risk management, sales, client services, and compliance.
• Enhance and automate existing reporting processes and data flows.
• Support and implement changes within the reporting environment.
• Prepare presentations, status reports, and management updates for ongoing client projects.
• Promote a service-oriented and solution-focused collaboration within the team.
• Act as a subject matter expert on all reporting-related issues.

Your skills and experience:

• Several years of professional experience in reporting or project management within an investment management company, fund administration, or asset management
• Expertise in managing client-related projects and stakeholder management
• In-depth understanding of reporting processes in the fund industry
• Strong technical acumen
• High level of customer and service orientation, with a confident demeanor when interacting with external stakeholders
• Structured working style combined with a pragmatic approach to problem-solving
• Proficient use of reporting and data analysis tools
• Excellent command of both German and English, both written and spoken
• Successfully completed studies in Business Administration or a comparable qualification

What we offer:

• A dynamic and engaging workplace filled with exciting challenges
• In-depth exposure to the European fund industry to enhance your expertise and career growth
• A supportive and friendly atmosphere with a diverse, goal-oriented team
• An empowering role that emphasizes independent work
• Attractive perks, including a Deutschlandticket, discounts at our office canteen and various health benefits