Teams at atomos

Provide management information and commercial analysis for investments and portfolio teams. Build and improve reports and data flows, support governance reporting, run ad-hoc financial and tech-evaluation projects, and design reporting automation using BI tools and AI.

Support investment and portfolio management with financial and commercial analysis, reporting, governance, and ad-hoc projects. Build and maintain management information, improve reporting and workflows using BI tools, automation and AI, and prepare Board/committee reports to inform strategic decisions.

Provide administrative support to Financial Planners by managing client administration, CRM (Xplan), meeting packs, client reviews, and ensuring timely completion of post-meeting actions and audit-ready files.