Our client is a Global Investment Management firm headquartered in America. Due to continued growth and success, they are recruiting an Investment Analyst to maintain and assist in daily investment operations.
Working in a rapidly developing environment with exposure to various investment strategies and investment data, the Investment Analyst will take responsibility for the following:
* Conduct daily reconciliations and ensure accurate input of data into the company’s investment database
* Assist in analyzing data trends and identifying movements in portfolio balances
* Review and validate daily transactions, positions, and valuation data
* Monitor data flows into the database, identifying any discrepancies
* Engage with internal teams to share updates on daily processes
* Build foundational knowledge in investment operations including collateral, corporate actions, securities lending, trade management & ETF Operations
* Key role in maintaining the company’s Investment Book of Records
The Investment Analyst will meet the following criteria:
* 1 year of experience in asset management or financial operations
* Recent graduate with a bachelor’s degree in finance, Economics, Accounting or a related field
* Familiarity with Microsoft Excel and basic financial software; prior exposure to investment systems or asset management tools is an advantage
* High accuracy in data input and reconciliation
* Basic analytical skills to monitor data trends and identify potential discrepancies
* Effective verbal and written communication skills
* Team-oriented mindset with a willingness to learn and support cross-functional partners
* Effective communication abilities, and a collaborative mindset
This is an exciting opportunity for a recent graduate ready to develop in the investment management field looking for a new role with a renowned investment manager.
The company offers clear career progression, an innovative company culture, and a competitive benefits package.
If you believe your experience meets the criteria, please apply with your CV.
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