ZipRecruiter

Log In

1

Investor Reporting Analyst Jobs (NOW HIRING)

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 ...

CBRE

Senior Investment Reporting Analyst

Los Angeles, CA · On-site

$100K/yr

... Reporting Analyst who will provide monthly and quarterly investment reporting assistance to the ... What You'll Do: • Maintain and update investor static data across internal systems, ensuring ...

SitusAMC

AVP, Investor Reporting

Overland Park, KS · On-site

$85K - $100K/yr

... analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest ... investor reporting * High comfort level with use of various industry related software systems

Robert Half

Reporting Analyst

Chicago, IL · On-site

$100K - $115K/yr

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 ...

previous pagenext page

Showing results 21-40

All 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 9, 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.

Sr. Investor Reporting Analyst

Cornerstone Capital Bank

Englewood, CO • On-site

$70K - $90K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Who we are:
Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions.
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
Who we are looking for:
Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio.
  • Salary: $70-90k
  • Location: Onsite daily in Englewood, CO
    Key Responsibilities:
    • Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations.
    • Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements
    • Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements.
    • Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers
    • Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations.
    • Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions.
    • Act as a primary point of contact for investor inquiries, audits, and exception resolution.
    • Provide training, guidance, and mentorship to junior analysts.
    • Complete special projects as assigned by Manager

    What you'll need to be successful:
    • Bachelor's degree in Accounting/Finance or equivalent work experience
    • Minimum 3-5 years of professional accounting experience in a mortgage environment
    • CPA preferred
    • Strong analytical reasoning, problem solving and critical thinking skills
    • Effective verbal and written communicator
    • Must be well organized with attention to detail
    • Excellent interpersonal and relationship building skills
    • Quick learner and adaptable to constant change
    • Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.)

    What we offer:
    Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus.
    What to do next:
    If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone.
    We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

Apply