Investment Data Reporting Specialist

2 weeks ago


Glasgow, United Kingdom IDEX Consulting Ltd Full time

This role can be based in Edinburgh or Glasgow office
Idex Consulting have a new opportunity for an Investment Data & Reporting Specialist to join a large, modern IFA Practice.
**Key Responsibilities**:
Producing the first draft of client reports following standard processes.
Compilation of market and investment data, along with supporting ad-hoc queries.
Maintaining internal spreadsheets and databases.
Supporting the team lead as required on various data and reporting projects.
Adhere to the firm's Information Security standards, policies and procedures.
**Qualifications and Experience**:
Experience of working within financial/investment services industry.
Experience of working with numbers and calculations.
Sound knowledge of Microsoft Excel, PowerPoint and Word.
Educated to higher grade maths or equivalent, or with equivalent experience.
Understanding of databases desirable.
In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.



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