Investment Reporting Analyst
1 week ago
Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong writing skills and extensive experience with Microsoft Excel (VLOOKUP, Formulas, Linking, Macros) and PowerPoint. This is a wonderful contract opportunity that offers a hybrid schedule, and we are looking to fill the position as quickly as possible.
Responsibilities:
- Compiling reports and documents from several different sources, including commentary from the managers, which is proofread and analyzed for accuracy between the various sources.
- Consulting with portfolio managers, portfolio assistants, and accountants to identify the required financial data to determine the most effective report format and to develop and maintain the Client Reports and analytical data associated with those reports.
- Utilizing Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing.
Requirements:
- Must have minimum three (3) years of relevant experience.
- Bachelors Degree in Economics, Finance or Business Management, or equivalent relevant experience.
- Intermediate/Advanced Excel skills strongly desired (VLOOKUP/Formulas/linking/macros).
- Intermediate PowerPoint skills strongly desired.
- Proven ability to proofread and to utilize proper grammar.
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Investment Reporting Analyst
2 weeks ago
Hartford, United States Atlas Search Full timeOur client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...
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Investment Reporting Analyst
2 weeks ago
hartford, United States Atlas Search Full timeOur client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...
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Investment Reporting Analyst
2 weeks ago
hartford, United States Atlas Search Full timeOur client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...
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Investment Reporting Analyst
2 weeks ago
Hartford, United States Atlas Search Full timeOur client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...
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Investment Reporting Specialist
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Investment Reporting Specialist
1 day ago
Hartford, Connecticut, United States Atlas Search Full timeAtlas Search is seeking a skilled Investment Reporting Analyst to join our team and contribute to the production of high-quality Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong writing skills and extensive experience with Microsoft Excel (VLOOKUP, Formulas, Linking, Macros) and...
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Junior Credit Analyst
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Hartford, Connecticut, United States Virtus Investment Partners Full timeAbout the Team:At Virtus Investment Partners, our team at Newfleet Asset Management comprises seasoned fixed income experts who utilize a multi-sector strategy to identify relative value in the market. Our philosophy centers on achieving consistent excess returns through proactive sector rotation and meticulous risk management.We construct our portfolios...
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Quantitative Investment Analyst
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Hartford, United States The Hartford Full timeSenior Investment Analyst - DFH 703 Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals and to help others ac Investment, Lending, Analyst, Private, Senior, Microsoft, Technology
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