Senior Referent Kapitalanlage (d/w/m)

For more than 200 years the insurance chamber of Bavaria has been standing for this.

Senior Consultant Investment (d/w/m) Munich, Bavaria, Germany

They deal with key issues of accounting (HGB) and assessment of complex investment products and are the central respondent. They shall conduct a regular review of the mapping and settlement of investment instruments with regard to: Accounting, assessment and tax treatment (the latter in close cooperation with the tax sector) and develop practical accounting solutions. They support the further development of accounting policies and are responsible for the capital investment sector. They work closely with the areas of taxation and accounting, the front office areas of the investment and, if necessary, external experts. You take over the independent preparation of decision-making and information documents for corporate bodies to your area of expertise. They support internal and external audits, auditors and supervisory authorities. They support the coordination or coordinate even central questions in the field of capital investment. They support the know-how transfer and build expertise in the field of capital investment.

A successfully completed study of the business administration or comparable degree course, ideally focusing on accounting, financial mathematics or comparable qualifications. At least 5-year, relevant professional experience in a prestigious tax consultancy/economic audit company (area: audit or advisory) and/or in a balance sheet/invoicing unit of a larger insurance/return insurance/financial service provider focusing on investment. Successfully completed professional exams (auditor and/or tax advisor exams) desirable, but not absolutely necessary. Funded knowledge in the field of accounting and investment. Knowledge of English in word and writing. Embossed analytical thinking and solution competence. Embossed team capacity, communication and presentation strength, high level of self-employment and self-responsibility. Safe handling of IT systems as well as very good MS Office, ideally SAP and IT systems in asset management. First leadership experiences are of advantage.

Future-proof workplaces and a valuable working environment. Flat hierarchies, chance of early responsibilities and/or specialization/further education. Flexible environment: e.g. 38h week, variable working time & mobile work. Attractive occupational retirement provision. Body & soul: award-winning canteen, own gym, many sports and leisure activities. Social & Sustainable: Cultural foundation, sponsoring of DAV and fire brigades, own honey, e-bikes etc. Diversity Welcome Culture: Success Factor Diversity! !