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 Read more […]

June 6, 2012 • Tags: , • Posted in: Financial • Comments Off on Analyst Wealth Management Financial Reporting recruitment