My client, a major investment manger based in the city is looking for a Valuations Reporting Analyst to produce regular reports on accounts or groups of accounts. Their team is growing and offer a dynamic and exciting environment where an individual can progress their career. There are permanent opportunites available for the right candidate.
Responsibilities will include:
Regular Portfolio Valuations
Advise Portfolio Managers on performance of portfolios
Producing weekly, monthly and quarterly client reports on accounts or groups of accounts
Produce strategic reports for management
Particpate in a major project to improve internal reporting systems
Produce Audit information where required
Resolve client enquiries where required
My client is looking for bright, energetic individuals with strong reporting skills in Asset Management. As the candidate will be participating in major projects, VBA and Macro skills in Excel are required.