Analyst Wealth Management Financial Reporting recruitment
Responsibilities:
• Monthly performance reporting and ad-hoc analysis to support understanding of revenues by Product, Branch and Investment Representative.
• Produce the daily revenue flash and weekly dashboard report that is reviewed by the Front Office and Infrastructure Business Heads.
• Weekly Asset Flows Report
• Assist group on revenue reporting, expense reporting, and client asset analysis
• Ad Hoc analysis related to revenues, expenses, products and assets
• Assist group in month-end close process
Requirements:
• 2 + years of experience in Management Reporting or Financial Control
• Strong experience of financial control processes in a banking environment. Wealth Management / Private Banking experience preferred
• Experience of finance process design and implementation
• Strong organizational management, personal organization, planning skills
• Excellent Excel and VBA skills
• BA in Finance, Economics or Accounting. MBA or CPA preferred
For immediate consideration, please forward resume and contact details to: info@ashtonlanegroup.com
Ashton Lane Group is a boutique executive recruitment firm serving the Banking, Insurance, and Alternative Investment sectors. For the latest opportunities, visit www.AshtonLaneGroup.com
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