Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
About the role
- Support Bristol West finance team through analytics and reporting processes. Ensure profitability and success with data-driven forecasts and reporting.
Responsibilities
- The Bristol West/Specialty finance team provides analytics and forecasting for internal and external reporting.
- The team support the Specialty Foremost and Bristol West organizations within Farmers to ensure profitability for the company.
- This role will be a support for the Bristol West finance team to offer more analytics and reporting to the business.
- There will be forecasting, report processes, and data consumption to ensure Bristol West and the Farmers organization have what they need to promote success and profitability.
Requirements
- Minimum Required: Advanced English Proficiency
- Preferred: Fluent English
- Required Education: Minimum Required: Bachelor
- Management Reporting
- Financial Modeling
- Budget and Forecasting
- Report Building
- SAP - Entry Level
- Power BI - Entry Level
- Excel - Advanced
- Office Suite - Intermediate
- SQL - Entry Level
Benefits
- Competitive salary and performance-based bonuses
- Comprehensive benefits package
- Career development and training opportunities
- Flexible work arrangements
- Dynamic and inclusive work culture within a globally renowned group
- Private Health and Dental Insurance
- Pension Plan
- Meals tickets
- Life Insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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