The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions
Job Summary
The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions.
The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies.
We help you be your best through professional development opportunities, interesting work and supportive leaders.
Matching Summary
The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions.
Skills & Requirements
Must-have
Investment performance reporting
Global Capital Markets understanding
Asset Classes and Investment Strategies
MS Office Suite proficiency
Advanced Excel and PowerPoint skills
Client data analysis
Stakeholder relationship management
Nice-to-have
Process improvement driving
Coding and automation skills
Quality tools knowledge
Adaptable communicator and problem solver
Building strong working relationships
Key Requirements
2-4 years experience
Graduate degree (B.com, BBA or equivalent)
Master's Degree in finance preferred
Progress towards CFA and CIPM preferred
Experience with Bloomberg, Investorforce/Investment Metrics, Morning Star, Lipper