Experteer Overview In this role, you will support end-to-end Portfolio Services operations across Corporate Actions, Collateral Management, Securities Finance and related areas. You’ll work with cross-functional teams to ensure timely, accurate delivery while strengthening controls and governance. You’ll help drive automation, AI-enabled process improvements and data-driven decision making, shaping scalable processes for a complex, global platform. This is a chance to contribute to a robust middle-office function within a leading asset manager and to grow through collaboration with multiple stakeholders.Compensaciones / Beneficios
- Support end-to-end Portfolio Services processes across multiple domains (Corporate Actions, Collateral Management, Securities Finance, Class Actions, Proxy Voting, Fees and Billing) ensuring accurate, timely execution
- Manage daily BAU processes, controls and exception handling including event processing, margin workflows, collateral operations, fee verification and invoicing oversight
- Collaborate with Portfolio Management, Trading, Fund Accounting, Compliance, Risk, Technology, Finance and external providers to ensure high-quality service delivery and issue resolution
- Maintain and enhance operational control frameworks with clear process ownership, KPI/KRI monitoring, incident management and audit readiness
- Contribute to the Smart Middle Office agenda by standardising workflows, reducing manual intervention and increasing transparency
- Apply AI, automation, workflow tooling and data analytics to improve exception management, controls, reconciliations and reporting
- Translate operational pain points into automation or AI use cases,



partnering with Technology and SMEs to deliver controlled, scalable solutions
- Support operational readiness for market changes, regulatory developments, new products, migrations and vendor changesResponsabilidades
- Bachelor's degree or equivalent professional experience
- 5+ years in financial services operations, with exposure to Portfolio Services or related asset management functions
- Strong understanding of Portfolio Services disciplines (Corporate Actions, Collateral Management, Securities Finance, Class Actions, Proxy Voting, Fees or Billing)
- Knowledge of investment products and operational processes across the asset management value chain
- Experience with event processing, exception management, reconciliations, fee oversight or related processes
- Ability to investigate complex operational issues, coordinate remediation and drive resolution across teams
- Experience operating in a global, matrix environment with stakeholder influence and cross-functional collaboration
- Understanding of regulatory obligations, governance and risk within a controlled Operations environment
- Experience with operations technology and platforms, workflow tools or similar is a plus
- Strong analytical skills and ability to translate data into actionable insights
- Experience with Python, Power Automate, SQL and data visualization tools is a plus
- Ability to bridge subject-matter expertise with technology and AI teamsRequisitos principales
- hybrid working model
- diverse and inclusive culture
- personalised benefits plan (healthcare, perks, retirement)
- focus on wellbeing and development
- integral exposure
- recruitment and interview accommodations

📌 Operations Specialist- Portfolio Services- Avp (Madrid)
🏢 Deutsche Bank
📍 Madrid