Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Investor Reporting Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor reporting, performance analytics, and private capital operations.
Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and reporting scope (fund-level, portfolio-level, or investor-level reporting).
For more information on the Career Launch AI Talent Network, https://www.careerlaunch.ai/
Position Overview Investor Reporting Analysts support the investor relations and finance teams by preparing accurate, timely, and detailed reports for investors. The role blends financial analysis, data management, and reporting in a private capital or alternative investment environment.
These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals.
Key Responsibilities
Prepare and distribute investor reports, including quarterly and annual fund performance reports
Maintain dashboards and reporting templates for portfolio and fund metrics
Collect, reconcile, and validate data from portfolio companies and internal systems
Assist in preparing investor presentations and ad-hoc reporting requests
Support monitoring of capital calls, distributions, and investment performance
Collaborate with finance and operations teams to ensure reporting accuracy and compliance
Respond to investor inquiries regarding reporting, metrics, and fund performance
Assist with audit preparation and regulatory reporting requirements
Continuously improve reporting processes and tools for efficiency and accuracy
Preferred Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Strong interest in investor reporting, private capital, and alternative investments
Experience with financial reporting, data reconciliation, and Excel-based modeling
High attention to detail and accuracy in data analysis
Proficiency in Excel; familiarity with SQL, Power BI, or other reporting/data visualization tools is a plus
Excellent written and verbal communication skills
Ability to manage multiple deadlines and ad-hoc reporting requests
Team-oriented, proactive, and process-focused mindset
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New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
About This Posting This job description represents a sample
Investor Reporting Analyst
position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor reporting, performance analytics, and private capital operations.
Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and reporting scope (fund-level, portfolio-level, or investor-level reporting).
For more information on the Career Launch AI Talent Network, https://www.careerlaunch.ai/
Position Overview Investor Reporting Analysts support the investor relations and finance teams by preparing accurate, timely, and detailed reports for investors. The role blends financial analysis, data management, and reporting in a private capital or alternative investment environment.
These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals.
Key Responsibilities
Prepare and distribute investor reports, including quarterly and annual fund performance reports
Maintain dashboards and reporting templates for portfolio and fund metrics
Collect, reconcile, and validate data from portfolio companies and internal systems
Assist in preparing investor presentations and ad-hoc reporting requests
Support monitoring of capital calls, distributions, and investment performance
Collaborate with finance and operations teams to ensure reporting accuracy and compliance
Respond to investor inquiries regarding reporting, metrics, and fund performance
Assist with audit preparation and regulatory reporting requirements
Continuously improve reporting processes and tools for efficiency and accuracy
Preferred Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Strong interest in investor reporting, private capital, and alternative investments
Experience with financial reporting, data reconciliation, and Excel-based modeling
High attention to detail and accuracy in data analysis
Proficiency in Excel; familiarity with SQL, Power BI, or other reporting/data visualization tools is a plus
Excellent written and verbal communication skills
Ability to manage multiple deadlines and ad-hoc reporting requests
Team-oriented, proactive, and process-focused mindset
#J-18808-Ljbffr