Summit Asset Management Limited in Barbados is hiring an Investment Reporting Officer on Caribjob today.
More details about the job are below:
Summit Asset Management Limited, located in Barbados, advises on assets exceeding US$4BN. We create and manage tailored investment solutions for institutional and high-net worth clients. To continue to meet our clients’ needs with the highest standards, we are seeking to add an Investment Reporting Officer to the Summit team. We value our team’s ability to adapt to the dynamic wealth management environment, and wish to find exceptional candidates for this new position.
The Investment Reporting Officer will be responsible for timely and accurate processing of transactions. They will work with global custodians to aggregate and reconcile data across various platforms into Summit’s performance reporting system. They will assist in preparing reports for the investment team and for client distribution.
The successful candidate will be:
- highly numerate, exhibited by post-secondary qualifications,
- skilled in MS Office applications, especially Excel,
- knowledgeable about accounting principles, financial instruments and transactions.
Experience with data entry into an accounting system is beneficial.
Interested persons should send their resume by email to *****@summitassetmgt.com. Only shortlisted candidates will be contacted.