Investment Operations Specialist (m/f/d) - Portfolio & Loan Data Management
asset-metrix
About this role
An Investment Operations Specialist manages client portfolios, handles transaction processing, and ensures data quality in financial systems. The role focuses on precise data entry, loan processing, and coordination across teams.
Skills
Qualifications
About asset-metrix
asset-metrix.comAssetMetrix is a Germany-based fintech software company offering an integrated technology platform for asset managers, fund administrators and institutional investors. Their platform centralizes portfolio and accounting data, automates reporting and reconciliation, and delivers analytics and compliance-ready investor reporting to streamline investment operations. The company emphasizes innovative product development (recently relaunched their platform), personalized demos, and dedicated German-language support.
About asset-metrix
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$60k – $80k
per year
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