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Financial Analyst

  • Location


  • Sector:

    Asset Management

  • Salary:


  • Contact:

    Stefani Grech

  • Job Reference:


  • Published:

    25 days ago

  • Expiry:


  • Client Details:


  • Consultant:

    Stefani Grech

  • Skills tags:


A well-established international investment firm is looking for a Financial Analyst to join the Family Office team.

- Financial duties making up to 60% of the workload:

  • Data entry into the Portfolio Management System (PMS)

  • Weekly reconciliation

  • Upkeep of data in PMS including credit ratings, prices etc

  • Weekly compilation of group reporting

  • Upkeep of KYC and any other matters with all banks and investment houses

  • Analysis of financial statements and various investment proposals

- Accounting duties making up to 40% of the workload:

  • Data entry into our accounting software

  • Liaising with our external auditors as and when needed and handling any requests first hand while carrying out the annual audits

  • Assisting with Compliance upkeep/matters and preparation of regulatory reporting

  • Preparing monthly management accounts

  • Assisting in the preparation of corporate tax and VAT returns whilst maintaining relevant contact with tax authorities

  • Preparation of all necessary payments for approval

  • General administration and keeping all filing up to date or saved on the company server


  • At least 2 years’ experience

  • At minimum holds a Bachelor’s Degree in Finance, Accounting or a related field

  • In the process of completing supplementary education and training, such as the ACCA and/or CFA

  • Fast learner but more importantly very eager to learn given that the role is so varied

  • Knowledge of financial markets and financial instruments is essential

  • Excellent report writing skills and verbal communication

  • Advanced command of MS Excel and data handling

  • Experience in using Bloomberg terminal is considered an asset