Investment Reporting Specialist

О компании

Skyfort is an international digital platform and community uniting leading professionals in Private Banking and Wealth Management.

Обязанности

• Prepare consolidated reports on investment portfolios.
• Collect and reconcile data from brokerage reports, banks, and internal tables.
• Control the correct reflection of operations.
• Build and maintain tables/dashboards for portfolio monitoring.
• Prepare aggregated results for internal use and client reporting.
• Participate in the automation of accounting and reporting.

Требования

• Experience in back-office roles related to securities.
• Understanding of brokerage reports and investment reporting logic.
• Proficient in Excel/Google Sheets.

Условия

• Remote work or office in Moscow.