We are working with an investment management firm seeking professionals with diverse backgrounds to contribute to their success. The Analyst will produce timely and accurate Client Reports and presentations for Asset Management clients and consultants by compiling, proofreading, and analyzing documents from various sources.
This role involves consulting with portfolio managers, assistants, and accountants to gather financial data, determine effective report formats, and maintain analytical data. If you thrive in a fast-paced, intellectually stimulating environment and desire to work with a strong team of investment professionals, we want to hear from you.
This position requires a strong command of Excel and PowerPoint, as well as proven skills in grammar, proofreading, and editing, with an excellent eye for detail and accuracy. The ideal candidate will be independent, able to manage multiple tasks simultaneously in a deadline-driven environment, and possess excellent communication skills to collaborate with peers and senior management.
Additionally, the role demands flexibility as they transition to a new reporting platform while continuing to produce current reports at a high level of accuracy and quality. This transition will involve research, new procedure development, implementation, extensive quality testing, and conceptual discussions to ensure a smooth conversion over the next few years.
Requirements:
Minimum of three (3) years of relevant experience
Bachelor's Degree in Economics, Finance, or Business Management, or equivalent relevant experience