Reporting & Analysis Specialist Asset Management (100%)

von: Clair AG | Ort: Baar
N: ClairAG

Reporting & Analysis Specialist Asset Management (100%)

Position Summary: The Reporting Specialist plays a crucial role in the family office by preparing detailed reports on investment portfolios and overall wealth management activities. The reporting consolidates all assets of the family reporting the overall wealth. This role ensures that the family office's stakeholders receive accurate and timely information to providing insights to support fact-based decision-making in the investment area.

Key Responsibilities:

  • Prepare regular and ad-hoc reports on portfolio performance, asset allocation, and investment strategies
  • Analyze investment performance and provide detailed commentary on key drivers and market trends
  • Generate and analyze reports on portfolio performance, asset allocation, and investment strategies
  • Collaborate with the investment team to analyze potential new investments
  • Consolidate financial data from various internal and external sources
  • Develop and maintain efficient reporting templates and dashboards
  • Collaborate with the investment team to gather and verify data
  • Ensure all reports comply with regulatory and internal standards.
  • Assist in preparing presentations for family members and other stakeholders
  • Monitor liquidity, risk metrics, and financial projections
  • Support audit processes by providing required documentation

Professional Experience:

Professional Experience:

  • 3-5 years experience in financial reporting, preferably in asset management or banking
  • Deep understanding of bankable assets and private equity
  • High quality financial analysis
  • Experience in family office (is a plus but not mandatory)
  • Experience with Altoo (is a plus but not mandatory)

Education:

  • Education: Bachelor's degree in Finance, Accounting, Economics, at Fachhochschule or university. or a related field; CFA or CPA preferred
  • Knowledge: Understanding of investment principles, financial markets, and asset classes
  • Languages: German / English / Spanish is an asset

Skills / Competency:

  • Business Judgement: Strong business judgement in various areas of investments
  • Analytical Thinking: Strong ability to analyze financial data and trends
  • Attention to Detail: Meticulous in ensuring data accuracy and report quality. Precise and detail oriented way of working
  • Communication: Clear and concise in presenting information.
  • Technical Proficiency: High proficiency in Excel and financial reporting software
  • Communication: Strong written and verbal communication skills
  • Investment Know How: Familiarity with investment principles, financial markets, and asset classes

Personal Attributes:

  • Drive: Dynamic, energetic and smart
  • Team Player: Integrative, communicative personality
  • Empathic: Understands to deal with UHNWI
  • Integrity: High ethical standards and commitment to accuracy. Trustworthy and honest
  • Curiosity: Interest in financial markets and investment strategies
  • Resilience: Ability to work in a fast-paced environment and manage multiple tasks

We look forward to receiving your complete application documents. 

Apply now

N: ClairAG

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