Investment Analysis & Reporting Manager

  • Company

    Change
  • Location

    UK-Edinburgh
  • Compensation

    £Excellent
  • Position Type

    Employee
  • Employment type

    Full time
  • Updated

    11 Nov 2008
  • eFC Ref no

    475622
Edinburgh based Financial Services organisation with a longstanding and reputable name is currently hiring at a senior level. They have a requirement for an Investment Analysis and Reporting Manager.

Role Overview:

The successful candidate will have significant autonomy to develop the section, its technology, and the staff to broaden the provision of performance information to its key customers.

Responsibilities:

• 

The supply of ad-hoc investment information (graphs/tables/asset allocations/surveys/etc).

• 

Regular investment reporting requirements.

• 

To project manage the design, development, and collation of new and existing regular monthly performance reports for our various customers.

• 

To manage the process and the relationships that enable fund performance to be shown on external databases such as Lipper and Micropal, and the fund prices to be shown in the Financial Times

• 

To manage the content and accuracy of the external performance databases Lipper and Micropal on an ongoing basis.

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To manage the budget for these systems, annually review any industry advancements, and recommend to the business which systems will meet our reporting needs for the forthcoming year.

• 

Experience Required:

To manage the relationships with our External Fund Managers for fund statistics/performance information.

• 

Experience of working in a similar role within an asset management area

• 

An excellent grasp of Investment/Fund Management concepts

• 

Experience of internet/intranet/extranet method of information delivery

• 

IMC qualified

• 

Strong M.I. experience.

• 

If you have the required experience and wish to be considered for this excellent role please send us your up to date CV. Further information will be gained upon application.

In depth knowledge of Lipper/Micropal

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