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Entry Level Portfolio Reporting Analyst Jobs (NOW HIRING)

Northern Bank

Portfolio Analyst

Woburn, MA · On-site

$65K - $85K/yr

Monitor and track financial statement reporting requirements, covenant compliance, and other loan-related obligations. * Assist with portfolio monitoring activities including delinquent and matured ...

Northern Bank

Portfolio Analyst

Woburn, MA · On-site

$65K - $85K/yr

The Portfolio Analyst is responsible for supporting the management, monitoring, and reporting of the Commercial Loan Portfolio. This position assists with portfolio analytics, quality assurance, risk ...

Cornerstone Capital

$65 - $75/hr

... portfolio. * Location: Englewood, CO * Compensation: $65-75k Key Responsibilities: * Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations. * Ensure ...

Northern Bank

Portfolio Analyst

Woburn, MA · On-site

$65K - $85K/yr

Monitor and track financial statement reporting requirements, covenant compliance, and other loan-related obligations. * Assist with portfolio monitoring activities including delinquent and matured ...

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Entry Level Portfolio Reporting Analyst information

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How much do entry level portfolio reporting analyst jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for entry level portfolio reporting analyst in the United States is $27.77, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.05 per hour, depending on experience, location, and employer.

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Entry Level Portfolio Reporting Analyst jobs near you

Investment Reporting Consultant

RocketFin Consulting Ltd

New York, NY • On-site

$73 - $87/hr

Full-time

Re-posted 26 days ago

Job description

The Opportunity
Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.
The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.
The Team
The Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.
The Impact
• Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units
• Understand and communicate the portfolio's asset allocation
• Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls
• Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements
• Maintain high standards of data integrity and transparency across all internal and external reports
The Minimum Qualifications
• Bachelor's degree
• Minimum of 3 years of experience reporting financial data
• Proficiency in MS Office Suite (Excel, PowerPoint, and Word)
• Experience using business intelligence software such as MicroStrategy and/or Alteryx
The Ideal Qualifications
• Bachelor's degree in finance, mathematics, economics, accounting or related field
• Basic understanding of various types of investment instruments and statutory accounting
• Ability to manage multiple, often competing, fixed deadlines
• Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely
• Proclivity for continuous improvement
• Excellent analytical skills and relentless attention to detail
• Strong work ethic and ability to research, identify, and troubleshoot problems independently
• Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituencies
New York Pay Range
$73-$87 USD

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