Analyst, Performance Reporting
PENNYBACKER CAPITAL, Austin, TX, United States
Pennybacker is seeking a Performance Reporting Analyst to join its dynamic and entrepreneurial team, reporting to the VP of Finance. Pennybacker is a rapidly growing real assets private equity firm that invests in select growth markets of the United States. Pennybacker’s stellar reputation of performance and integrity has produced a stable investor base with major institutional investors and family offices. We are looking for a highly motivated, qualified professional with a proven track record of achievement and teamwork to join our team. The ideal candidate will share Pennybacker’s philosophy of integrity, transparency, and honesty.
Key Responsibilities
Prepare specialized quarterly performance reporting to institutional investors
Provide and/or review data for investor materials (investor presentations, website updates, property tour books, etc.) in collaboration with cross-functional colleagues
Facilitate completion and delivery of investor information requests in coordination with Investment, Asset Management, Capital Formation, and Finance/Accounting teams
Produce detailed financial and real estate data analyses on assets and fund level performance for the firm’s quarterly investor reporting utilizing proprietary firm technologies
Ensure all materials prepared for external parties are in line with compliance standards by coordinating with the Chief Compliance Officer
Perform ad hoc reporting as requested by management
Qualifications
Undergraduate degree in accounting or finance or 3+ years relevant experience; advanced degree or CPA/CFA preferred
2+ years of work experience in private equity or real estate investment management reporting
Strong technical skills in accounting and finance with advanced knowledge of Excel
Highly organized and detail-oriented with the ability to multi-task and balance competing priorities in a dynamic, fast-paced environment
Confident under pressure and adept at meeting deadlines
Self-starter with strong analytical and problem-solving skills
Excels in a support role and is comfortable accepting and providing constructive feedback
Strong communication and collaboration skills
Willingness to learn new technologies
Application Process
To be considered for this position, please take the following steps:
Email your resumé and contact information to info@pennybackercap.com (for Austin openings) or Den.Careers@pennybackercap.com (for Denver openings).
The behavioral assessment should take less than 10 minutes to complete. It is not a test, and there are no right or wrong answers.
Note that we are not accepting new recruiter relationships at this time. Messages from recruiters will be deleted.
#J-18808-Ljbffr
Key Responsibilities
Prepare specialized quarterly performance reporting to institutional investors
Provide and/or review data for investor materials (investor presentations, website updates, property tour books, etc.) in collaboration with cross-functional colleagues
Facilitate completion and delivery of investor information requests in coordination with Investment, Asset Management, Capital Formation, and Finance/Accounting teams
Produce detailed financial and real estate data analyses on assets and fund level performance for the firm’s quarterly investor reporting utilizing proprietary firm technologies
Ensure all materials prepared for external parties are in line with compliance standards by coordinating with the Chief Compliance Officer
Perform ad hoc reporting as requested by management
Qualifications
Undergraduate degree in accounting or finance or 3+ years relevant experience; advanced degree or CPA/CFA preferred
2+ years of work experience in private equity or real estate investment management reporting
Strong technical skills in accounting and finance with advanced knowledge of Excel
Highly organized and detail-oriented with the ability to multi-task and balance competing priorities in a dynamic, fast-paced environment
Confident under pressure and adept at meeting deadlines
Self-starter with strong analytical and problem-solving skills
Excels in a support role and is comfortable accepting and providing constructive feedback
Strong communication and collaboration skills
Willingness to learn new technologies
Application Process
To be considered for this position, please take the following steps:
Email your resumé and contact information to info@pennybackercap.com (for Austin openings) or Den.Careers@pennybackercap.com (for Denver openings).
The behavioral assessment should take less than 10 minutes to complete. It is not a test, and there are no right or wrong answers.
Note that we are not accepting new recruiter relationships at this time. Messages from recruiters will be deleted.
#J-18808-Ljbffr