Job Posted: 14.09.2021 4:21:11
We are hiring an analyst for a wealth management company who is familiar with and has experience in reading bank and brokerage statements and can develop simple tools in excel to parse, save, sort and manipulate data such as position, trading, securities movement and cashflow data.
The candidate must be familiar with financial services and products such as margin trading, structured products, derivatives and securities (fx, bonds and equities) and be familiar with the concept of financial performance measurement (Pnl).
– aggregating and mapping data into our universal format from statements received from different financial institutions
– have an understanding of basic risk metrics (such as concentration risk, asset allocation, volatility)
– calculating assets under management (adjusting for deposits and withdrawals and loans)
– reconciling internal trading records against bank and brokerage statements
– design risk management reports
The candidate should be organised and be able to create good looking reports to show the progress of reconciliations and risk measurements . He or she should also have an understanding of the wealth management and investment management industry.
Data will be mostly provided in pdf and csv formats.
More than 6 months
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