
Financial Portfolio Specialist
4 days ago
Job Summary:
We are seeking a skilled Financial Portfolio Specialist to maintain accurate and up-to-date accounting records, prepare reconciliations, and analyze discrepancies.
About the Role:
- Maintain comprehensive accounting records for client portfolios
- Prepare cash, trade, and portfolio reconciliations for client accounts
- Analyze discrepancies and develop detailed summaries
- Build strong relationships with clients and internal stakeholders
- Stay informed about industry developments and best practices
Requirements:
- Above-average MS Office skills and basic computer knowledge
- No prior experience required; on-the-job training provided
- Preferred qualifications: Accounting experience, finance certifications, MBA Finance
- Excellent English communication and writing skills
- Detailed focus and analytical thinking
- Ability to work effectively in a team environment
Key Responsibilities:
- Accurate record-keeping and reconciliation preparation
- Discrepancy analysis and professional communication
- Client and stakeholder relationship development
What We Offer:
- A dynamic work environment with opportunities for growth
- Ongoing training and professional development
- A supportive team atmosphere
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