Job Ref: 212668007

Date: 2020-10-29 11:58:10

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Financial Analyst, Amersham

£36,000 – £42,000

Permanent opportunity for a Financial Analyst to join an established financial advisory team.

The remit will be to provide all required information and analysis on market trends and client accounts.

KEY RESPONSIBILITIES:

Production of client portfolio snapshots and presentations.
Production of adhoc research pieces.
Managing daily cash balances via cash sweeps.
Trade calculations when requested.
Understanding client portfolios both from an allocation and positional perspective.
Ensure a good understanding of markets.
Provide weekly performance numbers and portfolio updates for all portfolios.
Provide market updates to financial team.

Services advertised by Gold Group are those of an Agency and/or an Employment Business.
We will contact you within the next 14 days if you are selected for interview

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