Our client, is recruiting an Investment Analyst.

About the Role:

We are seeking a highly motivated and detail-oriented Investment Analyst. The successful candidate will play a crucial role in supporting the Board by providing in-depth research, analysis, and recommendations to inform investment decisions.

Key Responsibilities:

• Conduct fundamental and quantitative research on companies, industries, and market trends to identify investment opportunities.
• Prepare comprehensive investment reports and presentations.
• Analyse investment teasers, business plans, financial statements, valuations, and industry data to assess investment risks and returns.
• Develop and maintain financial models to evaluate investment scenarios.
• Monitor and track portfolio performance, identifying areas for improvement and making recommendations for rebalancing.
• Collaborate with Investment Advisors to develop and implement investment strategies.
• Stay abreast of market developments, regulatory changes, and economic trends.

Qualifications and Skills:

• Bachelor’s degree in finance, economics, or a related field.
• Professional Accountant (CA, ACCA, etc.) or Chartered Financial Analyst (CFA) certification.
• Minimum of 4-5 years of experience in an investment analyst-related role.
• Strong analytical and problem-solving skills.
• Proficiency in financial modelling and data analysis tools (e.g., Excel).
• Excellent communication and presentation skills.
• Detail-oriented and organized.
• Ability to work independently and as part of a team located in different countries.

 Proactive Talent Solutions reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.

Our client in the financial sector is looking for a Bookkeeper. This junior position reports to the Bookkeeping Team Lead.

Your responsibilities will include:

• Posting and reconciling transactions, including bank, assets, securities and non-cash transactions on a multi-currency bookkeeping system
• Maintaining client records to enable timely production of financial statements
• Liaising with administrators regarding bookkeeping discrepancies and queries
• Reviewing minute books, statutory records, trust documents and correspondence files
• Assisting in maintaining the integrity of accounting records for clients
• Ensuring AUM values are input each quarter for all portfolios on Asset Register
• Ensuring KPIs are targets are met each month
• Maintaining a sound technical knowledge of our various computer systems
• Reviewing exception reports on a daily basis and clearing exceptions arising
• Attending to queries efficiently and promptly
• Adopting a high-quality culture to minimise error ensuring quality service levels of and high standards are delivered

Your qualifications and skills include:

• High school certification
• A relevant qualification in the field of Bookkeeping, Accounting, Banking, Finance or Business is a plus
• Relevant work experience within the field and strong knowledge of computerised accounting systems is an advantage
• General knowledge of trust and banking practices
• Good communication and presentation skills
• Proficient in Microsoft Office Suite of applications.

Proactive Talent Solutions reserves the right:

To call only the shortlisted candidates for interview.

Not to make any appointment following this advertisement nor to assign any reason whatsoever for accepting or rejecting any candidate.