Portfolio Manager Assistant

il y a 6 jours


Nice, Provence-Alpes-Côte d'Azur, France Pigier Temps plein

About the Role

We are seeking a highly skilled and organized Portfolio Manager Assistant to join our team at Pigier. As a key member of our financial team, you will play a crucial role in developing and managing client relationships.

Key Responsibilities

  • Client Account Management: Ensure the accurate management and tracking of client accounts, maintaining up-to-date records and information.
  • Financial Analysis: Conduct thorough financial analyses of client accounts to assess their solvency and provide recommendations for corrective actions when necessary.
  • Client Communication: Maintain regular communication with clients to address their inquiries, resolve potential issues, and strengthen client relationships.
  • Reporting and Analytics: Prepare monthly reports on client account performance and contribute to the development of key performance indicators (KPIs) for monitoring.
  • Process Improvement: Collaborate with the financial team to enhance client account management processes and implement new procedures to optimize efficiency.

Requirements

  • You are currently pursuing a Bachelor's degree in Accounting, Finance, or a related field.
  • You have a strong passion for accounting and finance, and you wish to develop your skills in these areas.
  • You are meticulous, organized, and possess excellent attention to detail.
  • You have a good command of computer software, particularly Excel (knowledge of accounting software is a plus).
  • You possess excellent written and verbal communication skills.
  • You are able to work effectively in a team and independently.
  • You have a strong sense of customer relations and enjoy interacting with clients.

Contract and Location

  • Contract Type: Apprenticeship (12 months)
  • Location: Nice
  • Remuneration: In accordance with the applicable legislation for apprenticeship contracts

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