Investment Reporting Analyst

Job Summary
As a Client Reporting Analyst, you will be responsible for producing accurate, timely, and insightful reports that reflect the latest developments in investment programs. You'll have the opportunity to build deep expertise in investment reporting and contribute to key deliverables that support client communications.

Key Responsibilities

• Complete assigned reporting tasks independently, ensuring accuracy and timeliness
• Support ongoing projects and contribute to the coordination of team-wide reporting activities
• Maintain quality and consistency across all content and presentations
• Specific responsibilities include:
• Writing investment commentary on new investments, cash flow activity, and valuation movements
• Drafting summaries of developments across various investment programs
• Preparing presentation slides with updates on portfolio performance and strategy

Qualifications

• Bachelor's degree in Finance, Economics, Business Management, or a related field
• 12 years of relevant work experience preferred; internships also considered
• Proficient in Microsoft Word, Excel, and PowerPoint