Associate, Investment Reporting
Bruin, New York, NY, United States
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.
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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.
#J-18808-Ljbffr