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Client Reporting & Transaction Specialist

External
cofraholding logoCofraholding · Amsterdam, Netherlands
Full-timeOn-site4w ago
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Responsibilities

  • This vacancy arises in the context of succession planning in the team. Your key responsibilities are:
  • Ensure stable daily operations around client reporting; Maintain/deliver high quality client asset reports;
  • Deliver liquidity planning and investment proposals;
  • Process investment transactions in the family investment funds;
  • Deliver ad hoc reports requests/analyses for internal stakeholders;
  • Deliver accurate and compliant data to fulfil the regulatory reporting requirements;
  • Strengthen data quality and unlock insights through dashboards and improvements
  • Collaborate across teams with colleagues worldwide to keep operations running seamlessly
  • Contribute to continuous improvement initiatives that shape the future of Anthos
  • What you bring
  • A higher vocational education in economics or business
  • 5-10 years of experience in asset-/wealth management
  • Strong analytical and problem solving skills
  • A natural collaborator with strong communication skills
  • A proactive, detail‑oriented mindset and a passion for improving how things work
  • Fluent in English, Fluency in Dutch is also preferred
  • Numerical aptitude and confidence working with financial and investments data
  • Able to manage confidential data with discretion and integrity
  • Experience in one of the following disciplines: asset reporting, asset transactions, asset management/private wealth management.
  • Experience with automating business processes, implementing/using AI to enhance efficiency and quality of reporting.
  • Why Anthos
  • A mission‑driven organisation with a long‑term perspective
  • A culture built on trust, integrity and genuine collaboration
  • Opportunities to grow, learn and contribute to meaningful operational advancements
  • An international environment with colleagues in seven countries
  • A role with real impact on clients, processes, and the wider organisation
  • We are an Equal Opportunity Employer and does not discriminate on the basis of age, race, colour, sex, sexual orientation, gender identity, religion, national origin or disability. None of this gets in the way of hiring and retaining the best people.

Additional Information

Join Anthos as our new Client Reporting & Transaction Specialist At Anthos, we believe in serving generations-not just clients. Anthos is an international family office with a longstanding heritage and a clear purpose. In your role, you'll contribute to meaningful financial stewardship that supports the family around the world. We are a collaborative, ‑human-centred organisation where expertise, integrity, and continuous improvement shape everything we do. If you thrive in a trusted, close‑knit environment with a global outlook and what to bring in your experience in investments, you'll feel right at home here.


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