ZipRecruiter

Log In

1

Investor Reporting Analyst Jobs (NOW HIRING)

Greystone

Investor Reporting Analyst

Warrenton, VA · On-site

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 ...

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

Tampa, FL · Hybrid

$35.57 - $49.86/hr

... 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

... 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

... 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

... 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 ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Analyst JobsInvestor Reporting Analyst Jobs

Investor Reporting Analyst information

See salary details

$20.5K

$80.9K

$129.5K

How much do investor reporting analyst jobs pay per year?

As of Aug 30, 2026, the average yearly pay for investor 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 does an investor reporting analyst do?

An Investor Reporting Analyst is responsible for preparing and distributing financial reports and statements to investors, stakeholders, or regulatory authorities. They ensure that all information is accurate, timely, and complies with relevant standards or legal requirements. Their duties often include analyzing financial data, reconciling accounts, and responding to investor inquiries. This role is crucial in maintaining transparency and trust between a company and its investors.

How does an investor reporting analyst typically collaborate with other departments during the reporting cycle?

Investor Reporting Analysts regularly work with teams such as finance, asset management, and investor relations to gather accurate data and ensure timely delivery of reports. They often coordinate with accounting to verify financial figures and with portfolio managers to understand the performance drivers behind the numbers. Effective communication and teamwork are crucial, as these collaborations help maintain data integrity and foster a streamlined reporting process. Working cross-functionally also provides valuable insights and networking opportunities within the organization.

What are the key skills and qualifications needed to thrive as an investor reporting analyst, and why are they important?

To thrive as an Investor Reporting Analyst, you need strong analytical abilities, financial acumen, and a background in accounting or finance, often supported by a bachelor’s degree in a related field. Proficiency with financial reporting systems, advanced Excel skills, and familiarity with tools like SQL or business intelligence platforms are typically required. Attention to detail, effective communication, and problem-solving skills help you deliver accurate reports and build strong relationships with stakeholders. These skills ensure the delivery of precise investor reports, compliance with regulations, and the ability to address inquiries or issues efficiently.

What is the difference between Investor Reporting Analyst vs Financial Analyst?

AspectInvestor Reporting AnalystFinancial Analyst
Required CredentialsBachelor's degree, often CPA or CFA preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentFinancial services, asset management, investment firmsCorporations, banks, investment firms, consulting
Employer & Industry UsagePrimarily in asset management and investment firmsBroader across finance, corporate, and banking sectors

The Investor Reporting Analyst focuses on preparing and analyzing reports for investors, ensuring compliance and transparency. In contrast, a Financial Analyst evaluates financial data to support business decisions. While both roles require strong analytical skills and financial knowledge, the Investor Reporting Analyst specializes in investor communications and reporting, whereas the Financial Analyst has a broader scope in financial planning and analysis.

More about Investor Reporting Analyst jobs

What cities are hiring for Investor Reporting Analyst jobs?

Cities with the most Investor Reporting Analyst job openings:

Who are the top companies hiring for Investor Reporting Analyst jobs?

The top employers for Investor Reporting Analyst jobs are:

What job categories do people searching Investor Reporting Analyst jobs look for?

The top searched job categories for Investor Reporting Analyst jobs are:

Investor Reporting Analyst jobs near you
Infographic showing various Investor Reporting Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Investor Reporting Analyst

UNION HOME MORTGAGE CORP

Strongsville, OH • On-site

Full-time

Posted 29 days ago

Job description

Responsible for reporting, reconciling and remitting to agencies and investors. The Analyst ensures activity, balances, payments, and reporting are carried out in a controlled, timely and accurate manner. This position will provide prompt and accurate responses to servicing inquiries and concerns, both internal and external.

At UHM, we understand diversity comes in many different forms. It's our commitment to improve inclusion in the workplace through programs and policies that establish a positive and inclusive environment where every Partner, regardless of their background,can grow and excel. We valuediversity, educate onequity, and createinclusive partner opportunitiesto ensure that you know#UBelongAtUHM!

DUTIES & RESPONSIBILITIES

  • Conduct accurate and timely monthly reporting and remitting for agencies and investors in accordance with investor guidelines
  • Perform monthly and daily reporting tasks for Investors
  • Process daily, monthly and miscellaneous reconciliations timely and accurately
  • Maintain accurate records of each investor's accounting and reporting requirements as specified in servicing agreements
  • Review each loan for accuracy of data and completeness of investor requirements
  • Research, identify and provide timely resolutions to all investor issues and reporting exceptions
  • Update loans within the servicing software to assigned investors
  • Ensures that services are delivered professionally and efficiently with prompt problem resolution
  • Maintains current knowledge of all policies, procedures and other documentation for investor accounting
  • Update internal system regarding status of loans
  • Update paid in full loans within MERS (Mortgage Electronic Registration System) registry and cancel eNotes
  • Review and respond to credit bureau disputes
  • And additional responsibilities as assigned

SKILLS REQUIRED

  • Proficiency in Microsoft Office, specifically Word, Excel (vlookup & pivot tables) and PowerPoint
  • Strong problem solving/analytical skills
  • Strong mathematical skills
  • High attention to detail

EDUCATION & EXPERIENCE

  • Mortgage Servicing experience is preferred but not required
  • Bachelor's degree in Business/Finance preferred

This employer participates in E-Verify. If hired, the employer will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Union Home Mortgage Corp. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Apply