Portfolio Analysis Manager
7 days ago
XB Consultants is seeking an experienced Portfolio Analysis Manager to join our team in Madrid. This role involves managing the financial performance of our funds, conducting in-depth portfolio analysis, and supporting strategic decision-making processes.
About the Team:
- We are a dynamic and ambitious team of professionals dedicated to delivering exceptional results.
- Our team is committed to excellence and continuous improvement, striving to stay ahead of the curve in the ever-changing investment landscape.
Responsibilities:
- Develop, maintain, and enhance complex financial models to support fund performance and portfolio analysis.
- Develop and track key performance indicators (KPIs) for funds, providing insights on performance relative to benchmarks and industry standards.
- Conduct ad-hoc financial analyses as required, supporting various strategic initiatives and investment opportunities.
- Prepare detailed reports and presentations for senior management, the Business Development team, and investors.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or relevant advanced degree preferred.
- Minimum of 5 years of experience in funds finance, financial planning and analysis, accounting, or related fields.
- Advanced proficiency in financial modelling, Excel, and analysis tools.
- Strong attention to detail and ability to work with large amounts of data without compromising accuracy.
- Strong understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting standards.
- Excellent analytical, decision-making, and problem-solving skills.
- English and Spanish full working proficiency.
Estimated Salary: €100,000 - €130,000 per annum
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