סקירה כללית
About the Company IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors. Responsibilities: * Oversee operational workflows, data management, and process controls. * Guide and support employees and managers, assign tasks, and ensure professional development. * Lead operational projects, monitor execution of initiatives, and implement process improvements. * Prepare and analyze reports, KPIs, and dashboards for informed decision-making. Qualifications: * Bachelor’s degree
– mandatory. * Between 2-4 years of operational management experience in finance, pensions, or investments. * Proficiency with financial systems and advanced CRM/ERP platforms. * Advanced Excel skills (complex tables, VLOOKUP, PivotTables). Personal skills: * Analytical and problem-solving skills, attention to detail, organizational ability. * Ability to manage multiple priorities, lead projects, and work independently and in teams.
דרישות המשרה
* Oversee operational workflows, data management, and process controls. * Guide and support employees and managers, assign tasks, and ensure professional development. * Lead operational projects, monitor execution of initiatives, and implement process improvements. * Prepare and analyze reports, KPIs, and dashboards for informed decision-making. Qualifications: * Bachelor’s degree
– mandatory. * B
