We are currently working with a Wealth Management firm who are looking to hire a Management Information and Valuations Associate to join the Client Services department of their business.
Role Duties Include:
- Responsibility for the preparation, maintenance and delivery of Valuations on an ad-hoc, monthly & quarterly basis
- Ensuring that the stock database is updated and maintained in line with pricing policy & MiFID 2 requirements
- Ensuring all queries are investigated and escalated in an accurate and timely manner
- Preparation of MI reporting packs for Management review
- Preparation of Compliance reports for regulatory reporting
- Assist in the generation & posting of Portfolio Management fees
Requirements
- Relevant 3rd level Degree or Masters in Business, Finance Economics, Data Analytics or a related discipline
- Strong numerical skills - statistical qualifications preferred
- Strong communication and problem solving skills
- Strong excel skills desirable
- Experience of successfully working to tight deadlines
Benefits
This is an excellent opportunity for an individual to join a well-established firm.
For more information and to arrange a confidential conversation please contact Aoife Stokes at
Relevant 3rd level Degree or Masters in Business, Finance Economics, Data Analytics or a related discipline Strong numerical skills - statistical qualifications preferred Strong communication and problem solving skills Strong excel skills desirable Experience of successfully working to tight deadlines