Portfolio Reporting & Data Specialist

Craigs Investment Partners; Tauranga; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive Health Insurance

Community/Volunteer Day

Additional week of leave

Sick/Bereavement/family leave from day

Parental leave 26 weeks tops up

Long service leave

Annual Health Check and flu shots

Flexible work options

Savings benefits and preferential ins.

Job summary

Craigs Investment Partners is seeking a Client Portfolio Reporting Administrator based in Tauranga to join the Portfolio Reporting team. The role entails processing daily client, security, price and transactional feeds to our reporting systems and maintaining databases for regular and ad-hoc reporting to premier clients and management.

The position is full-time, Monday to Friday, located at Head Office in Tauranga, with responsibilities across databases and reporting processes to ensure accuracy

Qualifications

• Experience in financial reporting and data management.
• High accuracy in numerical data and client information.
• Strong organisational and communication skills.

Responsibilities

• Process daily client, security, price and transactional feeds to reporting systems.
• Maintain reliable databases supporting regular and ad-hoc reports.
• Prepare and deliver reports to premier clients and management.

Job description

Craigs Investment Partners is seeking a Client Portfolio Reporting Administrator based in Tauranga to join the Portfolio Reporting team. The role entails processing daily client, security, price and transactional feeds to our reporting systems and maintaining databases for regular and ad-hoc reporting to premier clients and management.

The position is full-time, Monday to Friday, located at Head Office in Tauranga, with responsibilities across databases and reporting processes to ensure accuracy