Paris Office Business Analyst: Launch & Reporting

Heritage Holdings; Paris; Sur place; EUR 45 000 - 60 000; Plein temps

Résumé du poste

A financial consulting firm based in Paris is looking for a Business Analyst/Associate to support the startup of their new office. The role involves preparing client portfolio reports, performing reconciliations, and liaising with stakeholders to ensure accurate information exchange. Candidates should have a strong academic background in Finance or Economics, 1-3 years of relevant experience, and excellent analytical skills. Fluency in English and French is required.

Qualifications

• 1–3 years of experience in a FinTech/technology environment or multi-family office.
• Knowledge of investment operations.
• Experience with portfolio management or fund accounting systems is a plus.

Responsabilités

• Prepare and deliver client portfolio reports.
• Perform trade and position reconciliations.
• Assist with subscription and redemption requests.

Connaissances

Analytical skills

Strong Excel skills

Communication skills

Proactive attitude

Knowledge of financial instruments

Formation

Master’s degree in Finance, Economics, or related discipline

Outils

VBA

Power BI

Python

Description du poste

A financial consulting firm based in Paris is looking for a Business Analyst/Associate to support the startup of their new office. The role involves preparing client portfolio reports, performing reconciliations, and liaising with stakeholders to ensure accurate information exchange. Candidates should have a strong academic background in Finance or Economics, 1-3 years of relevant experience, and excellent analytical skills. Fluency in English and French is required.