Portfolio & Reporting Analyst

Employer
LMA
Location
London, United Kingdom
Salary
£50,000
Posted
Sep 19, 2017
Closes
Oct 21, 2017
Job Function
Accounting/Audit/Tax
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

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 be a CFA studier at minimum Level II with strong academic track record and exposure to Investments. You must be Investment literate with experience in portfolio reporting.