This role offers exposure to trust and fiduciary structures, investment reporting and process improvement initiatives within a collaborative environment.
Key responsibilities:
⭐ Preparing financial statements and reconciliations for trust and fiduciary structures
⭐ Managing and reviewing investment and portfolio data
⭐ Supporting quarterly and annual investment monitoring processes
⭐ Liaising with internal teams and external stakeholders including advisers and bankers
⭐ Assisting with automation, reporting and system improvement projects
What you’ll need:
⭐ ACA/ACCA qualified or part-qualified with relevant experience
⭐ Strong Excel and IT skills
⭐ Excellent communication and interpersonal skills
⭐ Organised, proactive and detail-focused approach
⭐ Team player with a client-focused mindset
Why join?
⭐ Broad exposure across client reporting and investment monitoring
⭐ Opportunity to be involved in systems and process improvement projects
⭐ Supportive and collaborative team environment
