Coordinator (male/female/diverse) Outsourcing Mandate - Pershing, OK, United States - Redwood Ventures

Redwood Ventures
Redwood Ventures
Verified Company
Pershing, OK, United States

2 days ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

About us:


  • We make sustainability profitable. And profitability sustainable. That is our response to a rapidly changing world. We are one of the major asset managers in Germany for over 30 years now. Sustainability and future orientation are our central themes. Are they yours too? Then become part of our success.

Your tasks:


  • Outsourcing control before connecting the external asset manager (initial due diligence, initial risk analysis, emergency concept) and possibly clarification of open points with the client/investor
  • Document creation and coordination in the mandate agreement for outsourced portfolio management
  • Ongoing control of outsourced asset managers (annual due diligence, annual risk analysis, update of emergency concept)
  • Quarterly reporting / preparation of quarterly reports in the reporting line to risk management
  • Negotiation of operational service level agreements (SLAs) with outsourced asset managers and the custodian bank, and possibly coordination with clients/investors
  • Coordination of SLAs with departments within BayernInvest
  • Contact person (m/f/d) for administrative inquiries from master KVG clients, mainly coordination of changes in existing master KVG mandates as well as for their outsourced asset managers and custodian banks

Your profile:


  • Vocational training as an investment fund clerk (m/f/d), bank clerk (m/f/d) or similar qualification
  • Experience at a KVG or financial service provider
  • Good MS Office skills
  • Good knowledge of English
  • Independent and
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