Financial Analyst

  • קצרין
  • משרה קבועה
  • משרה מלאה
  • לפני חודשיים
Financial AnalystCompany and Position OverviewLocation: office in Golan, Tel Aviv or remote after trainingInvestments 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

Janglo