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Junior Wealth Management Analyst (Working Student)

Performativ

Performativ

IT, Accounting & Finance
Copenhagen, Denmark
Posted on Monday, May 27, 2024
As our new Junior Analyst in Operations you will 📈

Design reporting workflows for our customers

  • Assist our clients and Onboarding Managers in designing and creating custom reports for asset managers, wealth managers and banks.
  • Assist in the development of new metrics being onboarded to our system (including mock code generation). This process starts in an Excel sheet - and ends in calls with our Engineers to ensure your model have been correctly turned into code.

Oversee automated data deliveries through our network of banks:

  • Oversee the ingestion of custodian and brokerage data into our systems. Including implementing data checking algorithms to automatically test if data quality is up to speed.
  • Work with banks and custodians to alleviate any issues when data gaps arise. We have over 150 partners spanning from Goldman Sachs to smaller Dutch regional banks.

Historic data migrations

  • Assist in migrating data from clients' old systems into ours using all sorts of cool tools.

We anticipate that you have / are 🎯

Professional Experience:

  • Preferably some experience from either investment management or preferably wealth management.
  • You are currenly studying with great academic results from your bachelor or master programme (with at least 1 year left of university). We typically hire students from the following programs
  • University of Copenhagen:
    • Bachelor: polit
    • Master: polit
  • Copenhagen Business School:
    • Bachelor: IB, IBP, HA.almen, HA.it
    • Master: Advanced Economics Finance, Applied Economics Finance, cand.merc.mat, cand.merc.fir, cand.merc.FIN, cand.merc.FSM
    • Experience with Excel a requirement. Bonus if you've worked with Python or PowerBI before.

    We can offer🌱 :

    • The role is 20 hours a week with flexibility in exam periods etc.
    • Great networking opportunity with really clever people who like to work hard and change an industry, but also appreciate having beers and team dinners on Fridays.
    • Flat organizational structure to allow access to senior leadership and to optimize focus on what matters most.
    • A supportive and collaborative team culture that values autonomy, innovation, and teamwork.
    • The opportunity to have a real impact on the direction and growth of the company.
    • Enjoy working flexibly out of our new, central and beautiful offices in Copenhagen, located next to Illum (Kronprinsensgade 2).
    • Trust to take the reins on a Grade A product with an excellent team around it.
    • The opportunity to be part of a dynamic journey, where every moment is a step towards the unfolding potential of a steadily evolving new reality.

    Join a team of fintech heroes! 🚀

    Performativ is making waves in the wealth management ecosystem and is changing the way investment advisors and financial institutions do business around the world. Working at Performativ means working at a fast-paced tech scaleup with intelligent people who are passionate about their work. We are on a scaling journey beyond all metrics and expectations - and can't wait to have you join us in making a real impact.

    We are funded by some of the leading VC investors in the world and have strong support to become a European market leader in a record amount of time.

    You can read more about our product at performativ.com.

    We value your passion 🔥

    At Performativ, we are builders first. We are passionate with ambitious goals and value the time and effort people put into their work. You will be part of the family from day one, and responsible for making your mark and driving forward your vision. Autonomous work is embedded in our culture and we are committed to ensuring you have all the tools and support you need while acknowledging the importance of flexibility.