We're partnering with a growing asset manager in NYC on an Investment Reporting Associate hire. This role sits close to the investment team and focuses on performance reporting and portfolio analytics across a range of credit strategies.
Responsibilities:
- Prepare and deliver regular performance and portfolio reports.
- Analyze investment data to support monitoring and decision making.
- Partner with investment, operations, and accounting teams on data and reporting needs.
- Maintain and improve reporting processes and data accuracy.
- Support ad hoc analysis and requests from senior stakeholders.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 3+ years of experience in investment reporting, performance reporting, or portfolio analytics.
- Experience within asset management, credit, or related environment.
- Strong Excel skills and comfort working with large datasets.
- Detail oriented with strong analytical skills.