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Benjamin
Portfolio Accounting Manager
Contact
Competencies
Experiencia demostrada en Financial Analysis.
Experiencia demostrada en Financial Modeling.
Experiencia demostrada en Investment Screening.
Experiencia demostrada en Portfolio Analysis.
Experiencia demostrada en Bank & Account Reconciliation.
Education
Languages
Summary
Portfolio Accounting Manager buscando nuevas oportunidades
Experience
Investment Research Associate
Supported investment research and portfolio analysis for advisory teams, working across multiple data and reporting formats.. Screened and organized investment data to support advisors' evaluation of client portfolios.. Assisted in preparing performance and allocation reports for client portfolios.. Collaborated with senior analysts on market research and due diligence for prospective investments.
Wealth Management Associate
Supported financial advisors with account administration and client onboarding documentation.. Organized and maintained client financial data to support planning and insurance review processes.. Prepared client-facing materials and assisted with meeting preparation for advisors.. Maintained organized records to support compliance and audit readiness.
Tax & Financial Analyst
Prepare and review tax filings, ensuring accuracy and compliance with regulatory requirements.. Perform financial statement analysis and reconciliations for individual and business clients.. Conduct bookkeeping, financial reporting, and month-end close support.. Apply financial modeling and screening techniques to client financial data as part of ongoing personal development in quantitative finance.