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McHewel Investment Group's Investment Management client is looking for a Reporting Analyst to join their team based in Toronto. The team delivers timely, accurate and complete client, fund and regulatory reporting.
Responsibilities of the Reporting Analyst:
Production and delivery of Client Reports, Factsheets, Regulatory Reports and Accounts and Key Investor Information Documents for clients and funds.
Effective management of internal and external data suppliers to successfully coordinate production of literature
Demonstrate understanding of client requirements in line with service proposition
To work with key stakeholders to embed new reporting requirements into ‘business as usual’
Background of the Reporting Analyst:
Knowledge of a range of investment vehicles, including Segregated, Unit Linked, OEIC, SICAV and Unit Trusts
Must have experience in client reporting, fund reporting or similar.
Experience of document production processes and reporting delivery
Ideally have experience of QuarkXPress, InDesign, Illustrator and Microsoft Office, but not essential.
Be studying towards professional qualifications, including Investment Management Certificate (IMC) and Investment Operations Certificate (IOC) or have equivalent industry experience.
135, 000$ - 140, 000$ per annum, negotiable, inc benefits
This is a permanent position for a Reporting Analyst paying an
excellent salary plus bonus and benefits for the successful applicant.
For additional information regarding this position and to apply, please visit the online address: www.mchewel.com
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