Job description

Requirements

  • Entry level
  • No Education
  • Salary to negotiate
  • London

Description

Our client, an Investment Management firm are rapidly growing its branch in the UK and are looking for an MI analyst to come on board ASAP. This is an exciting opportunity to join a successful and fast-growing national organisation with the added benefit of being part of a significant international presence.

Main responsibilities:
* Provide financial information and analysis to management and the wider business
* Calculation, analysis and presentation of key company metrics such as the AUMA (Assets under Management & Administration), new business flows, client numbers, revenue growth, cost control, the business development profit sharing model, internal team P & Ls and regulatory KPIs
* Responsible for detailed analysis on performance and trends for both Wealth Management & Professional Intermediary sales teams
* Assisting with business planning/modelling and ICAAP computations
* Responsibility for data standards, monitoring, and status reporting as far as they relate to the provision of accurate management information
* Responsible for documentation of all processes (both new and existing)
* Work with key individuals in ensuring that reporting requirements are met

Requirements: * Minimum 2 years of experience in Investment Management * Advanced excel and excellent analytical skills * Qualified accountant (CIMA/ACCA)

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  • accountant
  • excel
  • recruitment