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Investment Reporting Analyst Jobs (NOW HIRING)

Greystone

Investor Reporting Analyst

Warrenton, VA · Hybrid

We are seeking an Analyst, for our Investor Reporting team to accurately and timely report and remit to various investors including Fannie Mae, Freddie Mac, Ginnie Mae, and private placements in ...

Keybank

Investor Reporting Analyst

Overland Park, KS · On-site

$63K - $96K/yr

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the supervision of the department manager, the Investor Accounting Analyst III is responsible for accurate and timely reporting ...

KeyBank

Investor Reporting Analyst

Overland Park, KS · On-site

$63K - $96K/yr

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the supervision of the department manager, the Investor Accounting Analyst III is responsible for accurate and timely reporting ...

Fay Servicing

Investor Reporting Analyst II

Farmers Branch, TX · Hybrid

$35.57 - $49.86/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Tampa, FL · Hybrid

$35.57 - $49.87/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Tampa, FL · Hybrid

$35.57 - $49.86/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Farmers Branch, TX · On-site

$35.57 - $49.87/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Rosemont, IL · Hybrid

$35.57 - $49.87/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Rosemont, IL · Hybrid

$35.57 - $49.86/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Farmers Branch, TX · On-site

$35.57 - $49.86/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Fay Servicing

Investor Reporting Analyst II

Farmers Branch, TX · Hybrid

$35.57 - $49.87/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... depth analysis of servicing transactional data to ensure compliance with investor and regulatory guidelines. This role serves as a subject matter expert in investor reporting, ensuring compliance ...

Keybank

Senior Investor Reporting Analyst

Overland Park, KS · On-site

$69K - $105K/yr

Investor Analyst III job Functions and Qualifications * Understand/comprehend and interpret Pooling ... Monitor calculation/reporting of Realized Losses and contract requirements of Appraisal Reductions ...

KeyBank

Senior Investor Reporting Analyst

Overland Park, KS · On-site

$69K - $105K/yr

Investor Analyst III job Functions and Qualifications * Understand/comprehend and interpret Pooling ... Monitor calculation/reporting of Realized Losses and contract requirements of Appraisal Reductions ...

Robert Half

Reporting Analyst

Chicago, IL · On-site

$100K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Life

The Reporting Assurance Analyst will play a critical role in ensuring the accuracy and integrity of ... Collaborate with investment teams and senior leadership to verify data and content accuracy ...

Collabera

Reporting Analyst

Foster City, CA · On-site

This includes driving investment planning & budgeting, project & portfolio management, workforce ... This includes reporting to management, Excel, Power Point, analysis, and present to Executives)

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Investment Reporting Analyst information

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$129.5K

How much do investment reporting analyst jobs pay per year?

As of Aug 13, 2026, the average yearly pay for investment reporting analyst in the United States is $80,862.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $99,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment reporting analyst?

To thrive as an Investment Reporting Analyst, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a relevant degree. Proficiency with financial reporting tools such as Excel, Bloomberg, SQL databases, and experience with investment management systems is typically required. Effective communication, problem-solving abilities, and time management are crucial soft skills for presenting complex data clearly and meeting deadlines. These skills are vital to ensure accurate and timely investment reports that inform decision-making and maintain regulatory compliance.

What are the main challenges investment reporting analysts face when consolidating data from multiple sources?

Investment Reporting Analysts often encounter challenges related to data consistency and accuracy when consolidating information from various internal systems and external vendors. Ensuring that data is up-to-date, correctly formatted, and free of discrepancies requires strong attention to detail and effective communication with other teams, such as portfolio managers and IT. Additionally, tight deadlines for client and regulatory reporting may add pressure, making strong organizational and problem-solving skills essential for success in this role.

What does an investment reporting analyst do?

An investment reporting analyst prepares and analyzes reports on investment portfolios, performance, and risk metrics to support decision-making. They use financial data, spreadsheets, and reporting tools to ensure accurate and timely information for clients or management, often working within regulatory and compliance standards.

What is the difference between Investment Reporting Analyst vs Investment Operations Analyst?

AspectInvestment Reporting AnalystInvestment Operations Analyst
Primary FocusPreparing investment reports, analyzing data, ensuring accuracy in reportingProcessing transactions, trade settlement, and maintaining operational workflows
Required SkillsData analysis, reporting tools, financial knowledgeTrade processing, reconciliation, operational procedures
Certifications CFA, CPA, or similar often preferredCertifications less common, focus on operational training
Work EnvironmentFinancial firms, asset managers, investment banksInvestment firms, custodians, asset managers

While both roles support investment firms, the Investment Reporting Analyst primarily focuses on preparing and analyzing investment reports, whereas the Investment Operations Analyst handles trade processing and operational tasks. Understanding these differences helps candidates target the right roles based on their skills and career goals.

More about Investment Reporting Analyst jobs
What cities are hiring for Investment Reporting Analyst jobs? Cities with the most Investment Reporting Analyst job openings:
What states have the most Investment Reporting Analyst jobs? States with the most job openings for Investment Reporting Analyst jobs include:
What job categories do people searching Investment Reporting Analyst jobs look for? The top searched job categories for Investment Reporting Analyst jobs are:
Investment Reporting Analyst jobs near you
Infographic showing various Investment Reporting Analyst job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Investor Reporting Analyst

Greystone

Warrenton, VA • Hybrid

Full-time

Re-posted 29 days ago

Job description

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say "Where People Matter" - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

We are seeking an Analyst, for our Investor Reporting team to accurately and timely report and remit to various investors including Fannie Mae, Freddie Mac, Ginnie Mae, and private placements in compliance with regulatory and investor guidelines. This position is based in our Warrenton, VA office; structured hybrid schedule.

Primary Duties and Responsibilities:

  • Prepare and analyze investor reports.
  • Remit funds.
  • Resolve exceptions and variances.
  • Calculate fees and other miscellaneous items.
  • Reconcile bank accounts and ledgers utilizing Microsoft Dynamics NAV (Business Central) and resolve outages.
  • Utilize on-line banking websites to obtain balance reports and process wire transfers and ACH transactions.
  • Prepare supporting documentation for internal and external audits.
  • Update documented procedures.
  • Other duties as assigned.

Experience, Skills, and Abilities Required:

  • Minimum 5 years experience in finance, accounting and/or investor reporting.
  • Bachelor's degree in accounting, finance, or business administration.
  • Experience with Microsoft Dynamics NAV or similar general ledger accounting package is preferred.
  • Strong Microsoft Excel and Word proficiency.
  • Experience in loan servicing is a plus.
  • Strong organizational skills with a focus on meeting deadlines.
  • Strong problem-solving skills with ability to handle multiple tasks simultaneously.
  • Self-starter, dedicated and professional.
  • Excellent analytical skills.
  • Excellent written and oral communication skills.
  • Ability to build and contribute to a team environment.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans."

RECRUITMENT SPAM:

Greystone posts open roles only on our official Careers page at Greystone.com and on our Greystone LinkedIn page. We communicate with candidates exclusively through @greyco.com email addresses and our verified LinkedIn company page.

We will never request payment, fees, gift cards, or sensitive personal or financial information outside of a formal hiring and onboarding process, and we do not conduct interviews solely via text message or messaging apps.

If you are contacted by someone claiming to represent Greystone and suspect the communication may be fraudulent, please do not respond.

Instead, report the incident through the "Contact Us" form on Greystone.com and notify the platform where the contact occurred.

Greystone does not authorize or endorse communications from individuals falsely representing our organization.

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