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Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations, including post meeting notes or reports. Monitor trends and key performance indicators within the business platform,...
Prepare, verify and develop cutting-edge processes and workflows to gather and analyze data, ensuring our reports are accurate and insightful. Collaborate, connect and work alongside a dynamic team to aggregate...
Identify and analyze risks in our businesses and evaluating the controls established to mitigate those risks. Test controls by reviewing documents, observing the teams and meeting with management. Provide management...
Support a specific line of business within the Corporate & Investment Bank such as Currencies & Emerging Markets, Rates, Credit Trading, Securitized Products Group, Equities, and Risk. Work closely with...
Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc. Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance...
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...
Conduct variance analysis to review and ensure integrity of reported financial statements. Identify gaps in current reporting process and participate in the implementation of new controls and strategic solutions. Maintain...
Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations, including post meeting notes or reports. Monitor trends and key performance indicators within the business platform,...
The life of a Financial Reporting Analyst at Expoint is an incredibly rewarding one. A Financial Reporting Analyst is in charge of collecting, analyzing, and presenting financial data for an organization. In order to do this, the Analyst must develop their skills in financial planning, budgeting, accounting, auditing, and forecasting.
The Analyst is expected to assess financial performance by collecting data from various sources, preparing reports, analyzing existing trends, developing and analyzing financial models, and researching economic trends. In order to be successful in this role, the Analyst must have a strong understanding of financial regulations, principles, and guidelines. They must also have excellent problem-solving skills and be able to work independently.
An Analyst must excel at identifying problems, analyzing data, making well-thought-out decisions, and providing challenging and thought-provoking advice. They must also be able to work collaboratively with other members of the organization in order to ensure the highest level of accuracy. The Analyst must have superb communication skills in order to articulate their insights effectively.
As part of the role, the Analyst will often be required to collaborate with other departments in the organization. This requires the Analyst to be proactive in determining client requirements and seeing problems before they arise.
The Analyst will be involved in a variety of tasks and should expect to be both organized and focused. It is not uncommon for the Analyst to be able to multi-task and provide guidance to management when appropriate.
The role of a Financial Reporting Analyst is one that requires diligence, intelligence, and dedication. As a part of the Expoint team, the Analyst will be given the opportunity to make an impact in a fast-paced and ever-evolving tech industry. With the right combination of skills and determination, the Analyst can position themselves as an exciting part of the organization.