Investment Reporting Analyst
Job Summary
Supporting investment close and reporting cycles, the full-time remote Investment Reporting Analyst will prepare investment reports, assist in valuation and performance procedures, and collaborate with internal teams to translate financial data into meaningful insights.
Key responsibilities
- Prepare recurring investment reports and materials for internal and external stakeholders with guidance from senior analysts
- Support reporting for alternative and private market assets, including data gathering and preparing reporting packages
- Assist with the valuation process, including validations and reconciliation of market and pricing data
Required qualifications
- Bachelor's degree in Finance, Accounting, Economics, Statistics, Management Information Systems, Data Science, or Computer Science
- 0-3 years of relevant experience, including internships or academic projects
- Exposure to investment concepts, financial reporting, or data analysis
- Familiarity with PowerBI, SQL, or data warehousing/marts is a plus
- Willingness to learn and develop technical skills over time
Complete Job Description
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