Experteer Overview

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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 / Ventajas
• 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 changes

Responsabilidades
• 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 xqbhyrx 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 teams

Requisitos principales
• hybrid working model
• diverse and inclusive culture
• personalised benefits plan (healthcare, perks, retirement)
• focus on wellbeing and development
• global exposure
• recruitment and interview accommodations

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