Investment Operations Specialist- Position No. 1455

1 week ago

Tel Aviv, Tel Aviv, Israel IBI Investment House Full time ₪60,000 - ₪120,000 per year

About the Company

IBI is one of Israel's leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

  • Producing daily reports, performing bank reconciliations, updating data in systems, and executing control processes.
  • Investment monitoring of managed portfolios for institutional, corporate, and private clients.
  • Working with bank systems and the Danel system.
  • Direct interface and ongoing collaboration with investment managers.
  • Monitoring compliance with Ministry of Finance regulations, declared policies, internal investment policies, and authority levels.
  • Supporting the preparation of materials for investment committees.
  • Tracking participation and voting in general meetings.

Full-time position, Sunday–Thursday, 8:00–17:00 / 9:00–18:00, with willingness to work additional hours if needed.

Qualifications:

  • Bachelor's degree in Finance or a related field – required
  • Knowledge and familiarity with the capital market – required
  • High-level proficiency in Excel – required
  • Experience in investment control/operations – significant advantage

Personal skills:

  • Strong quantitative orientation.
  • Analytical thinking.
  • accuracy and attention to detail.
  • ability to work independently as well as part of a team.

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