Financial Analyst
Company and Position Overview
Location: office in Golan, Tel Aviv or remote after training
Investments company that handles several high-level high-net-worth families’ portfolios is seeking an analyst to join its team to assist in back-office portfolio maintenance.
Primary Functions
- Tracking daily performance of securities in portfolios and market trends.
- Updating portfolios for transactions, cashflows and other developments.
- Preparing consolidated reports and performance calculators in preparation for client meetings.
- Reviewing and summarizing company and sector research reports.
- Reconciling portfolios against bank statements.
- Reviewing bank charges.
- Preparing annual tax calculations and reviewing against bank tax reporting.
Skills & Qualifications
- Strong interest and an understanding of financial markets.
- B.S in Finance or Accounting / prior experience in finance or accounting work preferred.
- Organized, reliable, able to work independently, precise, comfortable with numbers.
- Discreet.
- Familiarity with Excel.
- Ability to work in English.
Please send your resume to [email protected]
