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Portfolio & Reporting Associate

  • Location: London
  • Sector: Finance
  • Salary: £45000 - £55000 per annum
  • Job type: Permanent
  • Date posted: 02/11/2017
  • Job reference: 27886NJ

An Investment Management client of ours is looking for a Portfolio & Reporting Associate. The Company's portfolio has recently increased in complexity and as a result this role has been newly created.

Duties & Responsibilities

  • Continuous updating and improvement of full portfolio performance analysis spreadsheet
  • Monitoring of investment risk limits
  • Assist the Head of Portfolio & Reporting in completing the necessary tasks for timely signing of the Group accounts/periodic reporting
  • Assist in automating the extraction of data from reporting spreadsheets
  • Along with the Head of Portfolio & Reporting, create a reporting manual to document each task
  • Assist the Head of Portfolio & Reporting in creating the monthly investment reports for the Executive Committee
  • Assist the wider finance team, as required
  • Ah hoc requirements and project work as required

To apply for this role you should have a very strong academic track record and exposure to Investments and financial derivatives. You must be Investment literate with experience in portfolio reporting would be a nice to have. Interpersonal and Business parterning experience is key as you will be dealing with the CFO and CIO on a daily basis.

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