Financial Operations Coordinator for M&A Team - Position No. 1663

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:

• Responsibility for various operational processes.
• Working with reports and data.
• Collaborating with various departments across the organization.
• Handling ongoing processes in a dynamic environment.
• Working with Excel and on a computer systems.

Full-time position , Sunday-Thursday 09:00-18:00

Hybrid work model - two days from home after the onboarding period.

Qualifications:

• Bachelor’s degree or at least one year of operational experience in a financial institution / insurance company / investment house - required.
• Good English proficiency (reading and writing) - required.
• Proficiency in Microsoft Office, with an emphasis on Excel - required.
• Familiarity with the banking and financial industry - an advantage.

Personal Skills:

• Strong organizational skills.
• Accuracy and attention to detail.
• Responsibility and ability to work independently.
• Ability to work effectively as part of a team.
• Ability to work well during busy periods.