Consultant Securities Portfolio Controlling - Glenfield, United States - Quantum Dynamics

Michael Johnson

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Michael Johnson

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Description

The WSH Family Office has been one of the most renowned family offices in Germany since its founding in 1999. We owe this to our employees, who accompany the families and asset owners we serve with great dedication and responsibility every day. The focus of our work is on cross-generational, holistic asset management across all asset classes, asset controlling, and regular reporting to the asset owners.

Do you value diligence, discretion, and loyalty above all else? Then we look forward to getting to know you.

We are currently seeking a dedicated new colleague to join our team at Glenfield who is ready to take on responsibility in the Capital Markets department.

Your responsibilities will include:

  • Strategic consulting and development of asset allocation for the families we serve in liquid assets
  • Creation, evaluation, and presentation of portfolio reports based on our reporting system (qplix)
  • Portfolio, fund, and capital market analysis
  • Organization and active participation in our internal investment strategy meetings
  • Ongoing support for family officers in their work with families/asset owners, including accompanying them to strategy discussions
  • Direct contact for the families we serve, as well as banks, asset managers, and asset owners in day-to-day operations

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