Fund Reporting and Analysis recruitment
Our Client, one of the largest retail banks in the UK with significant market presence is seeking to expand their Fund Reporting team.
Job Title: Fund Reporting and Analysis
Location: Edinburgh
Our Client, on of the largest retail banks in UK, with significant market presence and with a goal of being the best in the UK are seeking to expand their Fund Reporting/Performance Reporting team.
The Fund Reporting and Analysis team is responsible for the proactive monitoring and governance of the insured and mutual fund offering, including legacy and Luxembourg funds. It manages the asset allocation for the portfolio funds in conjunction with the Head of Investment Strategy. Key responsibilities include:
· Must have extensive knowledge of any or all of the following: Morningstar Direct, Liber Suite, Lipper, Financial Express Direct etc.
· Monitor, review and report on fund performance and attribution against appropriate benchmarks and targets.
· Define new and monitor existing mandates / investment approaches for relevant funds, with input from Head of Investment Strategy and the Fund Development team as required.
· Maintain and refresh investment fund performance content of relevant websites, ensuring accuracy of fund data.
Candidates must have -
· Fund Analyst Background
· Experience in Fund Analytics/Performance reporting.
· Knowledge of Funds and industry standards
· Must have Systems experience
· Excellent Interpersonal Skills
· Excellent Written and Verbal Skills
· Excellent Report Writing skills
· Attention to detail and Service Quality
Our Client holds their staff in high regard, therefore, candidates will benefit from excellent Career Progression, Training and will be given exposure to Senior Management.
