Senior Investment Reporting Analyst

Job Summary

A company is looking for a Senior Analyst, Investment Reporting.

Key Responsibilities

• Manage the investment reporting pipeline, ensuring quality and timely reports
• Develop advanced reporting deliverables using Addepar for various stakeholders
• Enhance the front-office investment reporting portal and automate recurring processes

Required Qualifications

• Minimum of 8 years of experience, with 5+ years in investment reporting or data analytics
• Bachelor's degree in accounting, finance, mathematics, or a related field
• Experience with Addepar and alternative asset data is highly desired
• Strong organizational skills to manage multiple reporting cycles and deadlines
• Proficiency in Excel and familiarity with PowerBI and Microsoft 365 applications