Associate, Portfolio Analytics & Reporting, PFS
ED3 - 20 Brandon Street, Edinburgh, United Kingdom
R
GBP 44K-60K (estimate) Mid-level Full Time
Tasks
- Analyze key performance and investment metrics
- Assist operational due diligence for investors
- Coordinate with investor relations compliance and operations
- Create update client portfolio reports
- Deliver custom requests for clients and product launches
- Ensure performance reporting accuracy
- Maintain integrity of performance databases
- Monitor investment portfolio performance
- Prepare investor data requests
Perks/Benefits
- Education reimbursement
- Family support programs
- Flexible time off
- Retirement benefits
- Work from home hybrid schedule
Skills/Tech-stack
Accounting | Credit Markets | Excel | Finance | Financial markets | Performance reporting | Portfolio Performance Reporting | Portfolio performance | Python | Risk Metrics | SQL
Education
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