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    Senior Asset Finance Specialist - London, United Kingdom - Cameron Kennedy

    Cameron Kennedy
    Cameron Kennedy London, United Kingdom

    2 days ago

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    Description

    Client Reporting Specialistup to £50000LondonTHE COMPANYLeading London Based Investment Manager whose Investment Management services in Equity and Fixed Income Strategies make them industry leaders.

    SKILLS AND EXPERIENCE REQUIREDMUST HAVE Minimum of 4 Years Client Reporting experienceMUST HAVE Wealth, Investment or Asset Management experienceIf you do not have the above skills you will not be considered for this role.

    THE ROLEThe overall purpose of this position is to be responsible for the provision and design of custom client reporting content as well as the delivery of online, monthly and quarterly Client reports throughout the Group.

    PRINCIPAL ELEMENTS & ACCOUNTABILITIES· Coordinate and verify the information required for the preparation of Client reports· Identify, collect and clean the available data to interpret data sets and design the appropriate extracts from various systems· Perform the accounting function for personal or other accounts where it is not the Administrators or Portfolio Managers· Collaborate with Portfolio Managers and Family Office relationship managers for the setup and on- boarding of clients onto our accounting and reporting platform· Prepare client reports including, investment reports, consolidated wealth report and other financial analyses within strict deadlines· Deliver a superior online or PDF user experience through the provision of customized reporting content.

    QUALIFICATIONS AND EXPERIENCE· Bachelors' degree or equivalent, preferably with Finance, Investment Management and / or Accounting specialisation· Minimum 3-5 years working experience in Financial Services Industry, preferably within the Wealth Management or Fiduciary Industry· Industry qualifications would be an advantage, e.g.

    Investment Management Certificate (IMC), IAQ or level 3/4 CISI framework.
    SKILLS· Proficient in Microsoft Office and Advanced Excel· Good accounting knowledge and more specifically in investment accounting
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