Posted By
Job Views:
1129
1129
Applications: 427
Recruiter Actions: 92
Posted in
Banking & Finance
Job Code
1588776
Analyst - Family Office Investment
Posted 4 months ago
Posted 4 months ago
Family Office Investment Analyst
Job Description:
- Lead the financial analysis/ review process for family office valuation reporting and maintain a consolidated view of their overall financial/ investment picture and provide reports on cash flow management, financial performance, and forecasting
- Deliver exceptional standards of financial reconciliation and ensure that disparate data can be integrated into a single consolidated reconciled view
- Maintain a strong understanding of complex financial structures involving investment companies, brokerage and bank accounts, credit and lending structures, trusts, partnerships, and estate planning.
- Provide investment due diligence, benchmarking, strategic asset allocation and investment oversight of external advisors.
- Prepare customised reporting including financial modelling and Key Performance Indicator (KPI) reports, and deliver enhanced reporting that provides high level analysis of total asset, sector, currency allocations, etc.
Didn’t find the job appropriate? Report this Job
Posted By
Job Views:
1129
1129
Applications: 427
Recruiter Actions: 92
Posted in
Banking & Finance
Job Code
1588776
