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Investment Reporting Analyst
Not specifiedFull-timeFinancial AnalyticsFinancial Services
A boutique family office is seeking an analyst to prepare client investment reports and consolidate clients’ financial holdings. The role will initially support the managing partner and may grow to include direct client relationship responsibilities.
Responsibilities
- Prepare and validate client return reports
- Consolidate each client’s wealth information from banks, investment houses, pension and provident funds, and alternative investments
- Prepare materials for client meetings
- Over time, participate in meetings and work directly with clients
Requirements
- Investment marketing license or completed internship
- Degree in economics, finance, or accounting
- Good understanding of capital markets
- Advanced Excel skills, accuracy, and thoroughness
Nice to have
- Experience in back-office operations or investment operations
- Familiarity with the pension clearinghouse
Benefits
- Work closely with and learn from a certified financial planner (CFP)
- Clear growth path toward client relationship management
- Full-time position with no overtime
- Bonuses and potential participation in success