Investment Reporting Analyst
Location: Santa Fe, NM Category: Accounting & Finance
Job Type: Direct Hire Reference: US_EN_5_17338_35732333
Salary: $60500 - $67500 Annually Posted: January 28,2013
Parker + Lynch is conducting a direct hire search for an Investment Reporting Analyst professional to work with one of our clients in theSanta Femarket. This opportunity reports directly to company management. Competitive salary and benefits are offered, client also offers a favorable bonus. For a top candidate client will pay up to $67k + bonus for a strong candidate!!
Individual will be responsible for the following:
* Preparing analysis and reporting of portfolio performance for internal and external use
* Serve as in-house expert on subject matter of responsibility, also prepare advanced materials for quarterly meetings
* Maintaining and updating investment files
* Assisting with projects involving data and reporting automation
* Complete understanding of company products, strategy, mission and direction
* Running and analyzing reports using specialized software
* Maintenance of electronic data, database and systems
* Strong analytical, organization and time management skills
* Proficient with Microsoft products, Access and SQL
* Ability to work well in a team environment and work under pressure with deadlines
* Communication with management, employees and colleagues on a regular basis
* Ad hoc tasks as needed
Requirements:
* BA/BS/MBA in Finance, Business or related fieldrequired
* 5 years directly related experience
* Understanding of financial/investment industry a strong plus
Please submit a copy of yourWordresume tomegan.mcquay@parkerlynch.comfor immediate consideration. Only qualified candidates will be contacted.
3-5 Years
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