Portfolio analyst Work, Jobs in Cramond, Edh (with Salaries)

Client Delivery Advocate - Analyst
iCapital —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Computer Science
8d
Portfolio Data Operations Analyst
Addepar —Edinburgh
- Microsoft Excel
- SQL
- Communication skills
Quick apply
Senior/Principal Wind Energy Yield Analyst
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Data analysis skills
- Master's degree
Asbestos Analysts, Surveyors and Consultants - Livingston
Bradley Environment —Livingston
- £29,224.00 - £39,811.20 a year
- Overtime
- Driving
- IT
- Communication skills
- Annual leave
- Employee discount
Senior Commercial Analyst
Forth Ports Group —Edinburgh
- Up to £50,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- Analysis skills
- Free parking
- Annual leave
Quick apply
10d
Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Bachelor's degree
- Accounting
Quick apply
11d
Alts Data Ops Analyst
Addepar —Edinburgh
- Google Suite
- Microsoft Excel
- SQL
Quick apply
Vice President, Reconciliations/Investigations
BlackRock Investments —Edinburgh
- Hybrid work
- Bachelor's degree
- Continuous improvement
- No degree
- Work from home
12h
Client Portfolio Manager
Hymans Robertson LLP —Edinburgh
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
Quick apply
1d
Product Manager - Reference Data
Addepar —Edinburgh
- SQL
- AI
- Python
Quick apply
Project Director - Controls Analytics
AECOM —Edinburgh
- Full-time
- Hybrid work
- Engineering
- Leadership
Part-Time Qualified Laboratory Analyst
Vadella —Livingston
- £14.00 - £14.49 an hour
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Laboratory experience
- Annual leave
- Employee discount
Quick apply
8d
Asbestos Consultant
Vadella —Livingston
- £31,990 - £43,535 a year
- Weekend availability
- IT
- Communication skills
- Annual leave
- Employee discount
Quick apply
9d
Sr. Security Analyst
Addepar —Edinburgh
- Hybrid work
- AWS
- Analysis skills
- Communication skills
Quick apply
Asbestos Consultant / Senior Asbestos Consultant
Tetra Tech —Edinburgh
- Hybrid work
- Analysis skills
- Travel
- Communication skills

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Client Delivery Advocate - Analyst

iCapital -
Edinburgh

Apply Now

Job details

8 days ago

Qualifications

Microsoft Powerpoint
Adobe Photoshop
Microsoft Excel
Computer Science
Bachelor's degree
HTML

Full job description

About the Role

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.

Responsibilities

Financial Reporting and Data Aggregation tools.
Analyze and explain portfolio performance results.
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
Analyze private equity and hedge fund statements for input into system.
Consolidate data from multiple sources and custodians.
Provide accurate and timely statements and data entry.
Generate reports as needed.
Work with clients and partners to resolve data issues.
Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
Establish operational effectiveness through the development, adoption of policies, procedures, and controls.

Qualifications

Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Excellent customer relations skills
Foster and maintain effective relationships
Proactively assess and act upon client and company needs
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
Devotion to collaboration and ability to thrive in a team environment while working independently

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day - Friday.

For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Apply Now

Refine Your Search

portfolio analyst jobs in cramond, edh

Client Delivery Advocate - Analyst

Portfolio Data Operations Analyst

Senior/Principal Wind Energy Yield Analyst

Asbestos Analysts, Surveyors and Consultants - Livingston

Senior Commercial Analyst

Subject Matter Expert - Implementations

Alts Data Ops Analyst

Vice President, Reconciliations/Investigations

Client Portfolio Manager

Product Manager - Reference Data

Project Director - Controls Analytics

Part-Time Qualified Laboratory Analyst

Asbestos Consultant

Sr. Security Analyst

Asbestos Consultant / Senior Asbestos Consultant

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