Company Detail

AlTi Tiedemann Global
Member Since,
Login to View contact details
Login

About Company

Job Openings

  • Management Accountant  

    - Not Specified
    Company DescriptionAlTi Tiedemann Global ("AlTi") is a NASDAQ listed g... Read More

    Company Description

    AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth and alternatives manager, in the business of turning powerful ideas into high-performing strategies and solutions. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c. 400 professionals across three continents


    Whether our clients are individuals or institutions, foundations or family-led businesses, we offer a connected ecosystem of advice, solutions and innovative investment opportunities from across our global network.


    We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.

    Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.


    As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.


    To learn more visit .


    Job Description

    The Management Accountant will play a pivotal role in supporting the International Wealth Management division by overseeing key financial processes, preparing detailed reports, and ensuring effective communication with stakeholders. This role offers a wide-ranging scope, allowing the Management Accountant to actively contribute to process improvements, enhance financial systems, and engage in strategic initiatives, including the integration of potential M&A targets.


    Job Responsibilities

    • Manage all accounting transactions and journals entries
    • Preparation of monthly management accounts and balance sheet reconciliations
    • Prepare budget forecasts
    • Handle monthly, quarterly and annual closings
    • Prepare all consolidation output and templates for Group reporting
    • Reconcile accounts payable and receivable
    • Ensure timely bank payments
    • Compute taxes and prepare tax returns
    • Manage balance sheets and profit/loss statements
    • Report on the company's financial health and liquidity
    • Audit financial transactions and documents
    • Comply with financial policies and regulations
    • Report to regulators (CMVM)


    Qualifications

    • 6+ years experience as an Accountant, preferably in the Financial Services Industry
    • Registered as CC in Ordem dos Contabilistas Certificados (OCC) (Certified Accountant Order)
    • Additional certification (CPA or CMA) is a plus
    • Degree in Accounting, Finance or related subject
    • Experience with preparing management accounts
    • Excellent knowledge of accounting regulations and procedures, IFRS, US GAAP is a plus; IFRS (German) is a plus
    • Hands-on experience with accounting software like Primavera (experience with NetSuite is a plus)
    • Advanced MS Excel skills
    • Experience with general ledger functions
    • Strong attention to detail and good analytical skills
    • Proven multitasking experience, working with multiple tight Group Reporting deadlines
    • Experience of multi-currency environment
    • Ability to work independently
    • Fluency in English is essential
    • Fluency in German is a plus


    If you are interested, please send your CV in English. Thank you

    Read Less
  • Data Operations & Reporting Associate  

    - Not Specified
    Company DescriptionAlTi Tiedemann Global ("AlTi") is a NASDAQ listed g... Read More

    Company Description

    AlTi Tiedemann Global ("AlTi") is a NASDAQ listed global wealth manager, creating possibility, impact and legacy for the most discerning and dynamic owners of capital in the world. The firm currently manages or advises on approximately $76 billion in combined assets and has an expansive network of c.400 professionals across three continents.


    Our work ranges from helping clients leave a lasting legacy or create meaningful impact in the world, to structuring a complex estate or investing in compelling alternatives. Whether our clients are individuals or institutions, foundations or multi-generational families, we offer a connected ecosystem of advice, solutions and investment opportunities from across our global network.


    We are passionate about finding better ways to serve our clients. We foster a firmwide culture of collaboration and an entrepreneurial approach. We believe these differences make us better suited for a fast-changing world.


    As a growing global firm with offices in 20 major financial centers, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.


    To learn more visit .


    Job Description

    We are looking for a detail-oriented and analytical Data Operations & Reporting Associate to join our team based in Lisbon. The ideal candidate will bring a strong understanding of finance and investment performance, combined with a genuine passion for data quality, reporting, and operational excellence.


    This role is central to ensuring the accuracy, consistency and timely delivery of investment data and reports for high-net-worth clients.


    You will work closely with both local and international teams, supporting daily operational workflows, data validation, and ongoing process improvements. This is an excellent opportunity to grow within a global wealth management environment and contribute to the digitalization and automation of core processes.


    Job Responsibilities

    • Ensure timely and accurate processing of multi-asset class daily transaction data
    • Perform daily and monthly reconciliation of investment portfolios
    • Validate and analyze investment performance data using methodologies such as Time-Weighted Return (TWR)and Internal rate of return (IRR)
    • Prepare customized client reports on a monthly and quarterly basis
    • Support the automation of operational processes in collaboration with the technology team
    • Maintain strong data integrity and governance standards, including audit and documentation routines
    • Contribute to operational and performance-related projects, including data integration and process optimization
    • Promote a data-first culture across operational workflows


    Qualifications

    Required Qualifications and Skills:

    • At least 5 years of experience in investment performance analysis, portfolio reporting, or operations within wealth management, asset management, or private banking
    • Experience working with VBA, Python, Power BI or other Business intelligence tools
    • Master's degree or equivalent in Finance, Computer Engineering, Data Analytics, Math or a quantitative field
    • Proven Experience in Banking Reconciliation with knowledge of product classification schemas, investment products (liquid and illiquid, public and private)
    • Deep understanding of investment performance measurement methodologies, including TWR and IRR
    • Strong proficiency in Excel and confidence working with large, complex datasets
    • Experience with Addepar or similar investment data platforms
    • Fluent in Portuguese and English (spoken and written); other European languages are a plus
    • Strong attention to detail, with analytical thinking and structured thinking
    • Self-starter and outside-of-box mindset with a desire to improve processes and automate manual tasks


    Other Advantageous Qualifications:

    • Studying towards or interest in professional certifications such as CFA
    • Experience in databases and SQL, with knowledge of analytical SQL functions an advantage

    Read Less

Company Detail

  • Is Email Verified
    No
  • Total Employees
  • Established In
  • Current jobs

Google Map

For Jobseekers
For Employers
Contact Us
Astrid-Lindgren-Weg 12 38229 Salzgitter Germany