| Type: | Full Time |
|---|
Produces client asset, position, transaction and performance reporting for the High Net Worth clients on a monthly, quarterly and ad hoc basis, using various reporting systems. Responsibilities include month-end and quarterly client reporting; maintaining and reconciling account databases; performing ad hoc reporting and creating customized reports; generating, auditing and maintaining performance files. Work closely with top producing broker teams. Other special projects as needed.
Qualifications
Must have a Bachelors Degree in Finance or closely related field and/or 3-4 years experience with investment performance reporting. Must have experience with the MS Office suite to include excellent Excel spreadsheet skills.
For details, please find job posting:
www.investmentbankcareer.com/company.php
Qualifications
Must have a Bachelors Degree in Finance or closely related field and/or 3-4 years experience with investment performance reporting. Must have experience with the MS Office suite to include excellent Excel spreadsheet skills.
For details, please find job posting:
www.investmentbankcareer.com/company.php
