Data & Reporting Specialist

Position Summary

The company’s client product base are expanding. To manage this growth Portfolio and Risk Analysis has an IT and system focused role. The Data and Reporting Specialist will be responsible for growing the team’s capabilities and streamlining new and existing processes as well as for the implementation of new software tools to maintain best-in-class analytics and operations.

Primary Responsibilities

  • Key liaison between the Portfolio and Risk department and the IT department to ensure the business needs of the department are met - 15%
  • Ensure that online reporting tools remain state of the art - 20%
  • Assist with portfolio reporting to the investors and internal teams on a monthly, quarterly and yearly basis – 15%
  • Assist with implementing a new CRM system – 20%
  • Proactively drive the improvement and automation of current (reporting) processes – 20%
  • Identify developments in reporting software and accounting products and act upon potential opportunities for the department and/or firm – 10%

Requirements Education & Certificates

  • University Master’s degree in Econometrics, Finance, Business Economics, Business Administration, Engineering or Computer Sciences, with above average results

Professional Experience

  • Minimal two years relevant work experience in banking, asset management or private equity is preferable
  • Experience with the implementation of accounting, reporting systems. CRM and / or ERP systems

 

Competencies & Attributes

  • A passion for data, reporting and IT; advanced proficiency in Microsoft Excel and programming
  • Experience consulting with business owners to identify reporting needs and help to translate needs
  • into automated, scalable processes
  • Motivated self-starter able to take ownership and work independently in a structured way
  • Strong eye for detail
  • Strong project management skills, including the ability to lead, facilitate, influence and organize
  • Good command of English

About The company

In these uncertain times, we are looking for one of the strongest companies in the world. With over $55 billion of assets under management, our client is one of the largest private equity investors globally.

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Get in touch


Rogier van Hattem
Consultant

rogier@financeappoinments.nl
+31648400843
rogier@financeappoinments.nl
LinkedIn

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