Portfolio Data Coordinator Jobs in 2024

Skills :

Attention to detail ensuring a high degree of accuracy for all deliverables

Proficient with Microsoft Office tools, particularly Excel

Ability to source and organise information from a variety of sources

Experience using Portfolio Management Systems, ideally eFront

Awareness of various data visualisation tools and techniques, ideally Power BI

Responsibilities :

Identify sources for each core data attribute to enable ongoing maintenance

Update core data attributes in eFront (BII’s Portfolio Management System)

Develop and maintain a tracker of reporting requirements due from each fund manager

Develop and implement a filing system for fund legal documentation and reports received

Develop analytical reports giving an overview of BII’s funds portfolio

Cultural values :

Impact-led, commercially rigorous

Tenacious in the face of challenges

Collaborative and caring

British International Investment is committed to diversity and inclusion and welcomes all applicants regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation or educational background.

Location :

London

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