Projects & Operations Lead - position no. 1585

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.
• Proven 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.