Finance Analyst

Location
England, West Midlands, Birmingham
Salary
Negotiable
Posted
15 May 2019
Closes
21 May 2019
Ref
14016223/001
Contact
Jasmin Roberts
Job Role
Finance Analyst
Contract Type
Temporary
Hours
Full-time
Level of qualification
Part qualified

History of working within a fast-paced service-oriented organisation desirable

Client Details

Central Birmingham

Description

  • Daily monitoring of the inboxes, executing the appropriate actions for each email received in accordance with the agreed procedures and defined service level terms for each Client

  • Co-ordinating the completion of Client/Investor requests received into the Client Support inboxes

  • Accurate setting of attributes on all documents for upload to the Document Management System (DMS)

  • Performing analysis of financial statements and capital account movements, extracting correct quantitative and qualitative information from financial reports and discussing reporting issues with Fund Managers, as required

  • Understand client reporting requirements and client deliverables

  • Be able to work with minimal supervision and perform and complete tasks independently and knowing when to escalate issues

Profile

  • Must be able to work on own initiative

  • Must have the ability to work accurately under pressure and maintain proactive in managing workloads and addressing potential issues.

  • Must be capable of communicating clearly and effectively both internally with other departments, and externally with clients, investors and fund managers, both orally and written

*** Must be available to start work with maximum one week's notice ***

Job Offer

This role offers a competitive hourly rate

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