Product Analyst PEA & PEA-PME

As a Product Analyst for PEA & PEA-PME, you will be responsible for the operational management of these accounts, including processing withdrawals and closures, monitoring unlisted securities, reviewing client documents, and ensuring data reliability. You will also control applicable taxation, manage activity risks, and interact with internal and external stakeholders. The role requires initial experience in back-office or middle-office PEA/PEA-PME account management, proficiency in Excel, and a good level of operational English for international collaboration.

Must Have

• Process withdrawals and closures.
• Monitor and process unlisted securities.
• Review and index client documents.
• Reconcile client and system data.
• Participate in data reliability and make necessary corrections.
• Control and monitor applicable taxation for PEA and PEA-PME.
• Control activity-related risks.
• Communicate with external counterparties and internal departments.
• Propose improvements to operational processes.
• Manage financial instrument repositories and updates.
• Participate in project progress monitoring.
• Ensure proper application of rules and procedures.
• Higher education (Bac+3 minimum), ideally in Finance, Banking, or Management.
• Initial experience in PEA and PEA-PME account management (back-office or middle-office).
• Proficiency in classic IT tools, especially Excel.
• Good level of operational English.

Perks & Benefits

• Partial remote work possible (at the manager's discretion).
• Opportunity to develop expertise.
• Investment in professional development.
• Solid career path.
• Part of an international organization (2500 colleagues in 15 countries).
• Valuation of diversity and inclusion.
• Open feedback culture.
• Supportive team environments.
• Opportunity to invest in your future.

I am currently looking for a Product Analyst to participate in the operational management of PEA & PEA-PME accounts:

Your main missions will be to:

• Process withdrawal and closure operations;
• Ensure the monitoring and processing of unlisted securities;
• Ensure the review and indexing of client documents;
• Ensure the reconciliation of client and system data;
• Participate in data reliability and make necessary corrections;
• Control and monitor the taxation applicable to PEA and PEA-PME;
• Carry out risk control related to the activity;
• Liaise with external counterparties and internal departments;
• Propose improvements to the various operational processes;
• Manage the monitoring of financial instrument repositories and their updates;
• Participate in monitoring project progress;
• Ensure the proper application of current rules and procedures.

Profile:

Higher education (Bac+3 minimum), ideally with a specialization in Finance, Banking or Management.

You have initial experience in managing PEA and PEA-PME accounts in a back-office or middle-office. You are proficient in classic IT tools, especially Excel.

A good level of operational English is required (essential given regular exchanges with headquarters in Denmark and your colleagues in India).

You demonstrate autonomy, rigor and have a good level of expertise.

Organized and rigorous, you also have good communication skills with an analytical and customer satisfaction-oriented mind.

You will work in close collaboration with your manager with whom you will have the opportunity to develop your expertise.

Autonomous in your missions, you also appreciate teamwork and know how to adapt.

Partial remote work possible (at the manager's discretion).

We attract curious people invested in the world

When you work at Saxo, you become a Saxonian and are part of a purpose-driven organization where good ideas are always taken seriously and where you can truly make an impact. We invest in your development, and you can expect a solid career from day one you join Saxo, regardless of the role you take on.

You will join 2,500 other ambitious colleagues in 15 countries and be part of an international organization. By working at Saxo, you will meet colleagues from many different cultures and backgrounds, and know that we value diversity and inclusion and see it as a true source of strength to drive growth, foster innovation and position us for long-term success.

We encourage a culture of open feedback and supportive team environments that enable employees to grow and achieve their professional aspirations.

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities at Saxo will be immense.

At Saxo, we don't just offer a job, we offer an opportunity to invest in your future!

How to apply:

Create an account to submit your CV and a short cover letter. Please note that English is our company language and some of our interviews will be conducted in English.

We look forward to meeting you!

Welcome to Saxo Bank

About Saxo Bank

Supporting our purpose

We believe that access to global financial markets should not be reserved for an elite. Our vision is to enable individuals to achieve their financial aspirations, to make an impact. That's why we use technology to deliver to our clients what they need, when they need it, in a user-friendly and personalized client experience. Our goal is to deliver the best user experience of a trading platform in the world to give our clients exactly what they need to improve the quality of their investment decisions.

Working without borders

A pioneer among fintechs founded in 1992, we place particular emphasis on our clients, quality, innovation and disruptive technology. Our headquarters are in Copenhagen and we have over 2000 employees and 60 nationalities worldwide. We have offices in key financial centers, including London, Amsterdam, Singapore, Shanghai, Hong Kong, Sydney, Gurgaon, Tokyo and Paris. With such a global footprint, we have the opportunity to influence how financial market players trade.

Join us for a unique journey

Do you want to join an ultra-ambitious organization at the forefront of technology and banking practices? We are proud to:

Practice a continuous improvement approach Constantly invest in the future Build unparalleled platforms for experienced and/or B2C investors that offer real-time access to global financial markets (+link) Be systematically awarded for our platforms, products and services (+link)

Seize your future

So, if you feel up to the challenge of breaking down the barriers of global financial markets, we are always looking for enthusiastic individuals who share our passion for our clients, technology and innovation and who can bring new perspectives to our team.

At Saxo, we don't just offer a position – we offer you the opportunity to invest in your future!

For more information about our history, culture and identity, we invite you to read the “Saxo Bank Foundation” authored by our CEO and founder Kim Fournais.