TIMEConsult GmbH | Germany | 60xxx, 65xxx Frankfurt am Main | Permanent position | Full time / Home office | Published since: 23.12.2025 on stepstone.de
Referent Reporting & Controlling (Asset & Wealth) * mit 40% Homeoffice (m/f/d)
Our client, based in the metropolis region Frankfurt am Main, combines deep expertise in asset and investment controlling with high service quality and agile cooperation – for the sustainable success of clients. The work environment is characterised by trust, clear responsibilities and the need to manage assets in a transparent and forward-looking manner. To support the Asset & Wealth Management team, we are looking for a (senior) controlling specialist (m/w/d) as part of the direct service. .
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Your tasks • Your profile • What we offer
Our client, based in the metropolis region Frankfurt am Main, combines deep expertise in asset and investment controlling with high service quality and agile cooperation – for the sustainable success of clients. The work environment is characterised by trust, clear responsibilities and the need to manage assets in a transparent and forward-looking manner. To support the Asset & Wealth Management team, we are looking for a (senior) controlling specialist (m/w/d) as part of the direct service.
Own-responsible collection, analysis and assessment of all business incidents in the total assets of clients Creation of meaningful monthly and quarterly reports – in close cooperation with customer advisors Interface to tax advisors and auditors as well as their clients and active support in daily business Working with exciting projects to optimise and further develop internal processes Takeover of tasks in investment controlling and monitoring of asset-relevant decisions
Successfully completed commercial training with further education (e.g. balance sheet book holder, tax specialist) or a completed subject-related study Multiannual professional experience in asset reporting or controlling, ideally in the family office or financial services environment Experience with portfolio management systems Safe handling of Microsoft Office, especially Excel Very good knowledge of German in word and writing Excellent numerical affinity, high care, discretion and a strong quality awareness High self-responsibility, readiness for performance and a professional claim to your own work
Long-term contacts with the most attractive employers in the Rhine-Main area Competent advice on (re) entry into professional life A look behind the scenes of the regional labour market Honest assessments on your professional development perspectives A fast, transparent and easy application process Sincere feedback and valuable tips on your career planning We stand for trust, continuity and openness when it comes to personal advice for all core commercial functions in the Rhine-Main area.
TIMEConsult – your partner in career planning
Location
 | TIMEConsult GmbH | |
| 60313 Frankfurt am Main | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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