Job Summary: The Investment Controller will work in the wealth management back office, ensuring the integrity of financial information and enhancing internal controls with a focus on data and technology. Key Highlights: 1. Working in the investment back office for wealth management. 2. Analytical profile with interest in technology and process automation. 3. Continuous improvement of internal controls and investment processes. We are seeking an **Investment Controller** to join a wealth management team, contributing to the integrity of financial information and the enhancement of internal controls. This is a **back-office investment** position, ideal for professionals with an analytical profile, interest in technology and process automation, attention to detail, and enthusiasm for working with data, controls, and continuous improvement. The professional will be responsible for ensuring the reliability of financial information through data reconciliation, record validation, transaction monitoring, and preparation of managerial reports supporting wealth management. **Key Responsibilities:** * Reconcile information across bank statements, investment administrators, and internal management systems. * Identify, analyze, and report inconsistencies in financial records to ensure information reliability. * Monitor and validate financial and wealth-related transactions. * Develop and maintain Power BI dashboards and managerial indicators. * Automate data collection, processing, and consolidation using Python, Excel (VBA), and API integrations. * Prepare periodic managerial reports to support decision-making. * Support the evolution of internal controls and investment management processes. * Collaborate with financial institutions and other partners to monitor the quality of provided information.
João Silva
Indeed · HR
João Silva
Indeed · HR
