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Middle Officer

PARIS, 75
il y a 1 jour

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline. While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com.

Job Description

  • Producing, analysing and validating the client reportings (monthly and on demand)
  • Producing, analysing and validating the client regulatory reports (quarterly and annual)
  • Managing the internal database (financial instruments, portfolios, operations on the client portfolios, clients)
  • Order management : edition, first control, transmission to the custodian banks, reconciliation and control of the execution
  • Monitoring and controlling the fees applicable (custodian, management, administrative, transactions)
  • NAV validation for the funds managed by AWM FR

This list is not exhaustive, but it does summarize the main tasks involved in the position.

Qualifications

  • 4/5 year-year degree (business school, engineering school, or university),
  • 1-3 years of experience in the middle office department of a management company or private bank.
  • A strong aptitude for numbers and Excel, good analytical skills, and fluency in English are essential.
  • The candidate also has excellent interpersonal skills and enjoys working in a team.
  • He/she has a sense of responsibility and public interest and is recognized for his/her ability to assess situations.
  • The ability to communicate within the team and engage in dialogue will be essential.
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Entreprise
AlTi Tiedemann Global
Plateforme de publication
WHATJOBS
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