Work with the team to:
- Agree and plan work deliverables and priorities.
- Deal with large quantities of portfolio and market data on a daily basis.
- Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables.
- Interrogate and analyse data to produce client reports.
- Interpret and analyse report results as input to the advisory services to the client.
- Safeguard the integrity of sensitive client data.
- Manually recalculate and verify statistics.
- Check reports generated by fellow analysts.
- Provide ad hoc analyses and supporting output.
- Respond to report queries when required.
Work with the team to improve work practises:
- Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms.
- Identifying shortcomings in current work methods and processes.
- Contributing to the establishment of in quality management processes.
Manage their own performance and career by:
- Developing career objectives and goals and pursuing it.
- Setting annual work goals and regularly meeting with their line manager to discuss their performance.
- Contributing to knowledge sharing and participation in special projects.
Acting as a corporate citizen and participating in organisational discussions, events and innovation.
Ad hoc analysis.
