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Investor Reporting Analyst Jobs (NOW HIRING)

KeyBank

Manager - Investor Reporting

Overland Park, KS · On-site

$80K - $150K/yr

Under the direction of the senior department manager, lead and manage a team of Investor Reporting Analysts whose primary responsibility is to accurately and timely report and remit as dictated by ...

Keybank

Manager - Investor Reporting

Overland Park, KS · Hybrid

$80K - $150K/yr

Under the direction of the senior department manager, lead and manage a team of Investor Reporting Analysts whose primary responsibility is to accurately and timely report and remit as dictated by ...

First American

Sr. Analyst Investor Reporting

Iowa, LA · On-site

$739/wk

... Investor Reporting mortgage servicing environment * Minimum of 5 years reporting and reconciliation experience * Ability to read, analyze, and interpret technical procedures, or government ...

Fay Servicing

AVP, Investor Reporting

Tampa, FL · Hybrid

Reporting to the VP, Investor Reporting, this position is responsible for leading the Investor ... Ability to analyze and interpret data to identify opportunities and propose solutions

First American

$739/wk

... Investor Reporting mortgage servicing environment * Minimum of 5 years reporting and reconciliation experience * Ability to read, analyze, and interpret technical procedures, or government ...

Fay Servicing

AVP, Investor Reporting

Rosemont, IL · On-site

Reporting to the VP, Investor Reporting, this position is responsible for leading the Investor ... Ability to analyze and interpret data to identify opportunities and propose solutions

Fay Servicing

AVP, Investor Reporting

Tampa, FL · Hybrid

Reporting to the VP, Investor Reporting, this position is responsible for leading the Investor ... Ability to analyze and interpret data to identify opportunities and propose solutions

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Investor Reporting Analyst information

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$20.5K

$80.9K

$129.5K

How much do investor reporting analyst jobs pay per year?

As of Jul 19, 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-Capital Markets

Investor Reporting Analyst-Capital Markets

Fifth Third Bank

Remote

Full-time

Posted 24 days ago

Fifth Third Bank rating

7.5

Company rating: 7.5 out of 10

Based on 113 frontline employees who took The Breakroom Quiz

92nd of 149 rated banks

Job description

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION: Under minimal supervision responsible for preparing and reconciling complex monthly investor reporting and remittances. Process all cash movement and related general ledger entries along with responding to internal and external inquiries related to investor reporting.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensuresthatactions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
  • Process, reconcile and prepare investor reports for more complex portfolios adhering to investors servicing guide or agreements.
  • Reconciles investor remittances up to $40,000,000
  • Maintain and enhance procedures and controls relating to daily, weekly and monthly reporting activity.
  • Assists in the preparation of annual external audit, internal audit, and investor audits.
  • Assists, as needed, with resolving any reporting and remitting discrepancies with the investors.
  • Ensures tasks are performed in accordance to investors' guidelines/timelines.
  • Point of contact for investors regarding outstanding checks, stop payments, remittance and reporting differences.
  • Provide key support and data to resolve any outstanding compliance or regulatory issues.
  • Partners with other departments to assure that investor guidelines are met.
  • Monitor, research and resolve unapplied funds and outstanding receivables
  • Reviews internal/external reporting at month end.
  • Performs necessary research to assist other departments in resolving issues.
  • Posts data into ACE/MortgageServ.
  • Ensure that remittances are completed accurately and within required timelines.
  • Support projects and initiatives relating to enhancements to the investor reporting system.

SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
  • Bachelor's degree in related discipline preferred or equivalent work experience.
  • MSP experience (preferred)
  • 1-3 years' experience in Mortgage Banking or Investor Reporting, account reconciliations and research.
  • Prior experience with Freddie Mac, Fannie Mae and Ginnie Mae preferred.
  • Knowledge of Microsoft Excel, Word, and Outlook.
  • Excellent verbal and written communication skills.

Investor Reporting Analyst-Capital Markets
Total Base Pay Range 54,400.00 - 111,500.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Virtual, Ohio 00000
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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About Fifth Third Bank

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Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Cincinnati, OH, US

Year founded

1858

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