Junior Account Manager – Cap Table Management - position no. 1541

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

An opportunity to join a new and growing department in the field of Wealth Management and Cap Table management for private companies.

Working with an advanced internal system, cross-organizational interfaces, and involvement in the implementation of new developments and system testing.

A dynamic role with responsibility, professional depth, and real impact on building a service from the ground up.

Responsibilities:

• Onboarding companies to the service
• Managing equity and cap table databases
• Ongoing collaboration with CFOs, finance managers, and lawyers
• Supporting clients throughout the entire service lifecycle

Qualifications:

• Relevant bachelor’s degree – Accounting / Economics / Business Administration / Law-required
• Experience in administrative or financial roles – a significant advantage
• Experience working with clients and external stakeholders – an advantage
• Good level of spoken and written English
• Strong Excel skills

Personal skills:

• High attention to detail and ability to work in an organized, accurate, and thorough manner with data
• Strong ability to learn new systems and processes quickly
• Excellent interpersonal skills, professionalism, and strong written and verbal communication abilities
• Ability to work independently in a dynamic and fast-changing environment