
Senior Financial Portfolio Manager
1 week ago
- Main Responsibilities:
- Manage client portfolios, including preparing financial statements, managing audit processes, and coordinating bank account opening and payments.
- Act as the primary point of contact for clients, investors, auditors, and tax advisors on matters relating to their accounts.
- Collaborate with colleagues in preparing periodic reports and regulatory submissions for the company's entities.
- Conduct day-to-day operations, including following up with third parties and attending to requests from senior-level staff.
- Participate in board meetings and shareholders' meetings as required.
- Fundamental knowledge of accounting principles, financial regulations, and industry standards.
- Excellent communication and interpersonal skills, with ability to liaise effectively with clients, stakeholders, and internal teams.
- Strong organizational and time management skills, with ability to prioritize tasks and meet deadlines.
- Audit experience would be beneficial but not essential.
- Opportunity to work in a dynamic and innovative environment.
- Professional development opportunities to enhance your skills and expertise.
- Collaborative team culture with open communication channels.
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