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Investor Reporting Analyst Jobs (NOW HIRING)

acralending

Investor Reporting Analyst

Irvine, CA · On-site

Recommend action by analyzing and interpreting data, making comparative analyses * Monitor variance ... Works with Investor Reporting team members to resolve items within the investors accounts

acralending

Investor Reporting Analyst

Irvine, CA · On-site

Recommend action by analyzing and interpreting data, making comparative analyses * Monitor variance ... Works with Investor Reporting team members to resolve items within the investors accounts

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

$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

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 ...

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 ...

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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 8, 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 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.

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.

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 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.
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 1% As Needed, 82% Full Time, 12% Part Time, 1% Temporary, and 4% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Investor Reporting Analyst

acralending

Irvine, CA • On-site

Other

Re-posted 13 days ago

Job description

In this role you will be responsible for ensuring the accuracy and completeness of required reporting, remitting, and reconciling for the investors through the use of servicing system, database and reporting tools. Processes include, but are not limited to, loan sales, service release, regulatory compliance, escalated issues to minimize company risk for monetary loss, legal action, charge offs, repurchase requests and investor dissatisfaction. Assist in coordinating actions with other mortgage servicing departments, as needed, to achieve all requirements outlined in the servicing contracts for the investors.

 Essential Duties and Responsibilities 

  • Collect and assemble data from multiple sources and systems
  •  Prepare document files for Investor review
  • Conduct research, interpret data and develop business solutions to enhance business results
  • Recommend action by analyzing and interpreting data, making comparative analyses
  • Monitor variance and identify trends
  • Maintain database by entering, verifying and backing up data
  • Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines
  • Works with Investor Reporting team members to resolve items within the investors accounts
  •  Maintains and follows procedures and controls within the monthly process
  • Assists with internal and external audits
  • Heavy use of Microsoft excel for data analysis and reporting
  • Handle ad-hoc reporting or research as directed by management.
  • Attention to detail and strong organization skills important
  • Other duties as assigned

Qualifications 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Expert MS Excel experience
  • SQL or other database reporting experience preferred
  • Knowledge of  accounting principles and practices
  • Strong communication skills to interact with Senior Management and other business units.
  • Strong organizational and time management skills necessary
  • Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail
  • Self-motivated with strong attention to detail and excellent organization skills

Education and/or Experience

   Bachelor’s Degree
   At least 1 year of Accounting experience
   At least 1 year of Mortgage experience is required
   At least 1 year of experience with Servicing Director is required
   At least 1 year of experience in the Non-QM space is required

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