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Investment Reporting Specialist
2 months ago
Atlas 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 PowerPoint.
Key Responsibilities:
- Compile reports and documents from various sources, including commentary from portfolio managers, and ensure accuracy and consistency.
- Collaborate with portfolio managers, portfolio assistants, and accountants to identify required financial data and develop effective report formats.
- Utilize Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing, to create high-quality reports.
Requirements:
- Minimum three (3) years of relevant experience in financial reporting and analysis.
- Bachelor's Degree in Economics, Finance, or Business Management, or equivalent relevant experience.
- Intermediate/Advanced Excel skills, including VLOOKUP, Formulas, Linking, and Macros.
- Intermediate PowerPoint skills.
- Proven ability to proofread and utilize proper grammar.
