• 2.1.8 Portfolio reporting


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    Description of role

    Responsible for analysing the performance of portfolios and producing detailed reports for investors that are benchmarked against key financial indicators.     

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    Core skills

    • Knowledge of key financial benchmarks
    • Ability to produce reports that highlight the performance of the portfolio
    • Ability to think analytically and produce explanations for the performance of the portfolio
        
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    Qualification and/ or certification

    • QFSQF Level 3
    • Relevant experience
        

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    Industry knowledge

    • Understanding of capital markets products

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    Regulatory compliance of role

    • Knowledge of applicable laws, regulations, rules and codes of conduct