Portfolio Performance Reporting Junior Analyst recruitment

Primary Responsibilities and Duties:1. Assume ownership and accountability for the preparation and delivery of the monthly and quarterly performance reports to stakeholders 2. Serve as a primary resource to clients, consulting teams, and other internal departments by developing an in-depth knowledge of client’s investment portfolio, reporting methods and performance measurement theory3. Analyze transaction, valuation, and performance data from clients’ custodians and/or investment managers to ensure accurate performance reporting 4. Reconcile and track all money movements within client portfolios Read more […]

May 27, 2012 • Tags: , • Posted in: Financial • Comments Off on Portfolio Performance Reporting Junior Analyst recruitment