Position Overview & Specifications

Shearer Associates are delighted to be partnering exclusively with this interesting, diverse and philanthropic investment business in the recruitment of a Financial Analyst. As part of a small and highly professional team, this is an opportunity for the right candidate to be involved with a wide range of varied project work alongside daily duties.Responsibilities include

Management reporting on institutional investments

Management reporting for our regular quarterly boards

Design, develop and improvements in financial reporting

Analysis of data collected from various sources (inc investment managers, custodian)

Maintenance and creation of internal databases and processes

Working closely with investment managers to collate and critique performance against Investment Policy benchmarks

Manage and produce flexible reporting on a growing and diversifying investment base

Production of ad hoc reports for the board and senior management team

Manage and develop improvement measures to provide efficiencies

Work to automate where appropriate

Work closely with third party platforms and partners

Assistance as required with traditional financial accounting (statutory accounts etc.)

Working in a small, professional team you will enjoy exceptional support and learning opportunities, matched by a commitment to improvement and cooperation with the team, a positive approach to work and outstanding communication skills

Job Types: Full-time, Permanent

Salary: £50,000.00-£55,000.00 per year

Benefits: