職位描述
簡介
- Prepare comprehensive client shareholder reports, including data gathering, analysis, and final report generation, ensuring precision and timely delivery.
- Coordinate with global teams, providing regular project updates at each stage of development.
- Identify institutional shareholders by conducting thorough research and analysis of data from the banking/brokerage community, investment managers, and publicly available documents, adhering to detailed guidelines and procedures.
- Perform share registry analysis across multiple listed stock exchanges.
- Contribute to the evaluation of operational processes, identifying opportunities for continuous improvement.
- Effectively and efficiently manage multiple projects, ensuring quality outcomes.
- Utilize research tools such as Bloomberg, internet sources, and other databases for data collection and analysis.
- Work independently on projects while proactively sharing key findings and updates with the team.
- Respond to client inquiries, providing clear and accurate information.
- Take on ad hoc tasks and additional responsibilities as required, supporting other teams with various projects.
職位要求
- Proven experience in preparing shareholder identification reports is essential.
- Solid understanding of global financial markets, including key trends, regulations, and major stakeholders.
- Strong analytical skills, with a keen ability to work with numbers and solve complex problems.
- Proficient in financial analysis platforms, such as Eikon, and Bloomberg.
- Able to work independently, while also collaborating effectively within a team environment.
- Excellent organizational and time management skills to prioritize tasks and meet deadlines.
- Advanced knowledge of MS Office, particularly MS Excel.
- Flexible working on EMEA or AMER shifts as needed.
- Detail-oriented, deadline-driven, and proactive, with a strong sense of initiative.
- Effective verbal and written communication skills.
- Knowledge of Power BI is a plus.
- Bachelor's degree holder.
彭博Financial Market財務分析MS Excel