Operations Representative – Mutual Funds - position no. 1394

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.

About the Role

We’re growing and looking for a detail-oriented and analytical Operations Representative to join our mutual funds team at IBI. If you’re passionate about the capital market and thrive in a dynamic environment – we’d love to meet you!

Responsibilities:

• Ongoing valuation of mutual funds.
• Operational handling and monitoring of securities activity.
• Preparing and analyzing reports.
• Collaborating with internal and external stakeholders.

Qualifications:

• Bachelor’s degree in finance or a related field.
• Solid understanding f the capital market.
• Strong Excel skills.
• Previous experience in a similar role – a plus.

Skills

• Team player.
• excellent attention to detail.
• interpersonal skills