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 ...
Quick apply
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 ...
Baltimore, MD · On-site
Vega is hiring a Reporting Analyst for a contract to hire job opportunity with our direct Baltimore ... Experience developing Return on Investment (ROI) and present to stakeholders and management.
Baltimore, MD · On-site
Vega is hiring a Reporting Analyst for a contract to hire job opportunity with our direct Baltimore ... Experience developing Return on Investment (ROI) and present to stakeholders and management.
This includes driving investment planning & budgeting, project & portfolio management, workforce ... This includes reporting to management, Excel, Power Point, analysis, and present to Executives)
This includes driving investment planning & budgeting, project & portfolio management, workforce ... This includes reporting to management, Excel, Power Point, analysis, and present to Executives)
Miami, FL · On-site
Perform quarterly financial analysis, variance explanations, and trend analysis to support executive and investor reporting * Conduct and document technical accounting research related to complex ...
Miami, FL · On-site
Perform quarterly financial analysis, variance explanations, and trend analysis to support executive and investor reporting * Conduct and document technical accounting research related to complex ...
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Miami, FL · On-site
... investor reporting for a Fortune 500 organization. About the Role As a Senior SEC Reporting Analyst ... you will support Lennar's external reporting and SEC compliance function, with responsibility for ...
Miami, FL · On-site
... investor reporting for a Fortune 500 organization. About the Role As a Senior SEC Reporting Analyst ... you will support Lennar's external reporting and SEC compliance function, with responsibility for ...
Miami, FL · On-site
Perform quarterly financial analysis, variance explanations, and trend analysis to support executive and investor reporting * Conduct and document technical accounting research related to complex ...
Miami, FL · On-site
Perform quarterly financial analysis, variance explanations, and trend analysis to support executive and investor reporting * Conduct and document technical accounting research related to complex ...
Horsham, PA · On-site
$53K - $73K/yr
Overview The Investor Reporting Accountant will be responsible for analyzing and validating all Investor related cash flows from the sub servicers to each of the Agency Investors along with Lakeview ...
Horsham, PA · On-site
$53K - $73K/yr
Overview The Investor Reporting Accountant will be responsible for analyzing and validating all Investor related cash flows from the sub servicers to each of the Agency Investors along with Lakeview ...
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Quick apply
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Quick apply
Henderson, NV · On-site
$17.75 - $22.50/hr
You'll analyze data, investigate discrepancies, solve problems, and work with a collaborative team ... Reporting * Remitting * Reconciliation * Research * Root Cause Identification * Resolution
Investor Reporting & Analytics * Produce quarterly investor and consultant reporting materials (e.g., questionnaires, due diligence requests) by gathering, validating, and analyzing portfolio data
Investor Reporting & Analytics * Produce quarterly investor and consultant reporting materials (e.g., questionnaires, due diligence requests) by gathering, validating, and analyzing portfolio data
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
Horsham, PA · On-site
$53K - $73K/yr
Overview The Investor Reporting Accountant will be responsible for analyzing and validating all Investor related cash flows from the sub servicers to each of the Agency Investors along with Lakeview ...
Horsham, PA · On-site
$53K - $73K/yr
Overview The Investor Reporting Accountant will be responsible for analyzing and validating all Investor related cash flows from the sub servicers to each of the Agency Investors along with Lakeview ...
Investor Reporting Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position ... Must have good math skill/analytical skills. * Must be organized. * At all times follow the core ...
Investor Reporting Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position ... Must have good math skill/analytical skills. * Must be organized. * At all times follow the core ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Ability to analyze and interpret data to identify opportunities and propose solutions * Strong ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
Farmers Branch, TX · On-site
$137K - $175K/yr
Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting ... Strong skills and experience in MS Word, Excel to compile and analyze data, PowerPoint to prepare ...
$20.5K - $30.4K
1% of jobs
$30.4K - $40.3K
1% of jobs
$40.3K - $50.2K
6% of jobs
$50.2K - $60.1K
12% of jobs
$62.4K is the 25th percentile. Wages below this are outliers.
$60.1K - $70K
21% of jobs
The median wage is $75.7K / yr.
$70K - $80K
15% of jobs
$80K - $89.9K
9% of jobs
$96.6K is the 75th percentile. Wages above this are outliers.
$89.9K - $99.8K
15% of jobs
$99.8K - $109.7K
10% of jobs
$109.7K - $119.6K
7% of jobs
$119.6K - $129.5K
3% of jobs
$20.5K
$80.9K
$129.5K
| Aspect | Investor Reporting Analyst | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, often CPA or CFA preferred | Bachelor's degree in finance, accounting, or related field; CFA beneficial |
| Work Environment | Financial services, asset management, investment firms | Corporations, banks, investment firms, consulting |
| Employer & Industry Usage | Primarily in asset management and investment firms | Broader 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.
$100K - $115K/yr
Full-time
Medical, Dental, Vision, Life
Posted 8 days ago
The salary range for this position is $100,000 - $115,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.
The Portfolio Data & Analytics team is responsible for ongoing portfolio company performance monitoring and analysis, FP& A and complex financial modeling, valuing the investment positions in each of the firm’s portfolio companies, and content creation and analysis supporting investor relations. The Reporting Assurance Analyst will play a critical role in ensuring the accuracy and integrity of all external investor communications, including LP emails, press releases, and quarterly investor presentations. This process entails building out supporting documentation that is easily traceable and orderly. While the primary focus will be on compliance and documentation for investor communications, the role will also support the broader functions of the Portfolio Data & Analytics team.
Key Responsibilities:
• Help prepare various presentations and supporting analyses for the firm’s most critical investor meetings, including the annual meeting, semi-annual advisory board meetings and investor conference calls
• Ensure all external communications are accurate and compliant with regulatory standards
• Develop and maintain detailed supporting documentation and tie-out work for investor communications
• Collaborate with investment teams and senior leadership to verify data and content accuracy
• Assist the Investor Relations team with fundraising and diligence requests from LPs and prospective LPs
• Support the broader Portfolio Data & Analytics team ensure accuracy on various quarterly and ad hoc outputs
Other responsibilities and opportunities:
• Continually evaluate possible new technology solutions and propose process revisions to assist in data aggregation as the firm continues to expand portfolio investments in both number and complexity
Qualifications:
The successful candidate will be an experienced professional with a minimum of three years’ experience (4-year degree in Accounting, Business, Finance, Economics, Statistics or Mathematics preferred).
• Organized and efficient, with outstanding attention to detail
• Strong interpersonal skills with a desire to work in a collaborative, collegial, team-oriented environment
• Very good verbal communication, written communication and presentation skills; experienced at producing professional level documents and presentations
• Good business acumen, with strong analytical skills
• Strong sense of initiative to identify issues and problem solve
• Highly inquisitive orientation with desire to think analytically and look beyond the obvious
• Tenacity in meeting deadlines, with a strong sense of urgency, great work ethic, ability to work autonomously with a good self-management discipline
• Effective under pressure, in changing environments and with different technologies, people, and responsibilities
• Ability to excel in unstructured, ad hoc projects
• Highly proficient in MS Office (particularly MS Excel, MS PowerPoint, and MS Word)
To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.
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Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.
Recruiting and staffing services
10,000+ Employees
San Ramon, CA, US
1948
