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Investor Reporting Analyst Jobs (NOW HIRING)

acralending

Investor Reporting Analyst

Irvine, CA

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 ...

Acra Lending

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 · 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 ...

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 ...

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 ...

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 - $41.47/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 - $41.47/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 ...

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 ...

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Investor Reporting Analyst information

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$129.5K

How much do investor reporting analyst jobs pay per year?

As of Jul 18, 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 July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.
Investor Reporting Analyst

Investor Reporting Analyst

Lima One Capital

Greenville, SC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Job description

Job Type
Full-time
Description
Lima One Capital is seeking a Investor Reporting Analyst ready to take ownership of high-visibility reporting and deliver exceptional service to our institutional partners.
The Investor Reporting Analyst will be responsible for meeting investor reporting, remitting, and analysis requirements as well as responding to internal and external reporting requests. The Analyst will work with multiple institutional investors and provide a high level of service to all internal and external stakeholders. In addition to routine reporting, the Analyst will assist with procedure reviews and other department projects.
Responsibilities:
  • Responsible for accurate and timely reporting and remittance of funds to investors. The number, type, and requirements of investor counterparties may change periodically.
  • Provide excellent service to internal and external stakeholders, typically by assisting investors with questions regarding remittance differences, reporting differences, etc.
  • Meet or exceed all remittance and reporting deadlines and timeframes and work with a sense of urgency to complete tasks.
  • Perform collection account reconciliations on a routine basis to ensure that transactions in the loan servicing system accurately reflect the bank activity. Perform the necessary research to identify and clear all reconciling items.
  • Perform reconciliations. Reconciliations include, but are not limited to, custodial bank accounts, month end collection, weekly payoff...etc.
  • Streamline and automate current reports and templates. Continuously evaluate and identify opportunities to drive process improvements.
  • Review servicing agreements and research and implement best practices for new investor counterparties using knowledge of investor procedures, remittance, and reporting requirements.
  • Increase utilization and efficiency of loan servicing software for reporting requirements.
  • Crosstrain existing and new employees in relevant investor reporting areas.
  • Assume other duties/projects as they arise and be responsive to other departmental needs.

Requirements
  • Bachelor's Degree in Accounting or Finance
  • 3+ year mortgage industry experience preferred
  • 2+ year experience with investor reporting and/or secondary mortgage marketing and loan servicing preferred
  • Very proficient and experienced in Microsoft Excel
  • Able to solve complex problems independently and with sound judgment
  • Exceptional research and analytical abilities
  • Proven time management skills with the ability to manage multiple deadlines, prioritize projects and tasks, and adjust quickly while maintaining attention to detail
  • Good verbal and written communication skills
  • Ability to work in a fast-paced team environment

What We Offer
Industry Leading Benefits:
  • Medical, Dental and Vision Insurance
  • Life Insurance, Short-Term Disability, and Long-Term Disability
  • Hospitalization and Accidental Insurance
  • Flexible Spending Accounts - Health and Dependent Care
  • Health Savings Account
  • Safe Harbor 401K with company match
  • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care)
  • Pet Insurance

Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays - that's about a month of time to rest, relax, and recharge every year.
Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career.
New Headquarters: Join us in our brand new, thoughtfully designed office in the heart of Downtown Greenville (parking is paid for!)
Why Lima One?
At Lima One Capital we're relentlessly focused on a simple but powerful goal: to be the nation's premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide.
  • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010
  • Geography: 46 states + D.C. where we revitalize neighborhoods
  • Employees: ~250 employees with competitive benefits and perks
  • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success
  • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity

Recognized by the Inc.5000 as one of America's fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina's Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com.
Lima One Capital does not sponsor H1B Visas. To be considered for employment, a candidate must be authorized to work in the United States for any employer and not require sponsorship, now or in the future.
Notice to Third Party Recruiters and Agencies
Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

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