Shareholder Reporting Analyst

1 month ago


London, United Kingdom Lorien Full time

Shareholder Reporting Analyst

Our client is looking for a highly skilled Shareholder Reporting Analyst to join their team for a 6 months initial contract.

**Key responsibilities**
- **Analyse the data**:

- Provide insight and oversight of the results; liaise with key stakeholders to ensure accuracy, alignment and consistency of data across the organisation on a timely basis to meet tight deadlines
- **Report performance against targets**. Responsible ensuring the production of reports on a timely basis, maintaining process documentation for target setting and monitoring.
- **Support Investment Decision Making** - Through production of timely meaningful reports and analysis.
- **Manage Interaction with key stakeholders** -Responsible for building and maintaining relationships with key stakeholders. To be recognised as the clients SME on Shareholder reporting, facilitate discussions and resolve queries across internalteams. Encourage colleagues to adopt new systems and process

**What we're looking for**

**Qualifications**:

- Undergraduate degree of equivalent
- Part Qualified ALM Actuary or Accountant with relevant experience

Experience
- Understanding of an insurance company balance sheet
- Understanding of the measurement and reporting of Shareholder assets and BPA transactions
- Ability to understand investment data and the sources of production
- Able to offer innovative approaches, alternatives and solutions to complex problems as well as benefits and risks to different approaches
- Maintain financial models and reports and assess the reasonableness of outputs
- Ability to analyse data and resolve queries

Personal Attributes
- Ability to articulate different scenario methodologies and results
- Communication and technical skills to interact with senior business stakeholders.
- Comfortable managing complex and detailed projects and liaising with stakeholders effectively
- Comfortable dealing with ambiguity

**Skills**:

- Proficient use of MS Excel, Word, PowerPoint and inhouse systems
- Understanding of how an insurance balance sheet works
- Ability to perform complex calculations and projections
- Preferred trainee actuary or accountant with ALM or investment accounting experience

If interested then please submit your CV.


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