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Investor Reporting Manager Jobs in Georgia (NOW HIRING)

Accountants One

SEC Reporting Manager

Alpharetta, GA · On-site

$130K/yr

... Legal, and Investor Relations, and serve as a primary contact for external auditors. Key ... Manage quarterly/annual reporting calendars and coordinate cross-functional inputs * Research ...

New

Vaco LLC

Financial Reporting Manager

Atlanta, GA · On-site

$98K - $133K/yr

... investment transactions, acquisition and divestiture transactions, annual impairment and ad-hoc ... managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final ...

Deloitte

Regulatory Reporting Manager

Atlanta, GA · On-site

Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...

Deloitte

Regulatory Reporting Manager

Atlanta, GA · On-site

Manage end to end regulatory reporting activities covering 40 Act and non-40 Act funds in the investment management space (e.g., Form PF, TIC, CPO-PQR, Form 16, Form 13, N-PX, BEA reports), ensuring ...

Invesco

Head of Client Reporting, Americas

Atlanta, GA · Hybrid

$133K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide ... Reporting Strategy & Delivery * Lead all client and product reporting activities across the ...

Invesco

Head of Client Reporting, Americas

Atlanta, GA · On-site

$133K/yr

By delivering the combined power of our distinctive investment management capabilities, we provide ... Reporting Strategy & Delivery * Lead all client and product reporting activities across the ...

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Investor Reporting Manager information

What does an investor reporting manager do?

An Investor Reporting Manager is responsible for preparing, analyzing, and distributing financial reports to investors, ensuring that all information is accurate and complies with regulatory requirements. They act as a liaison between the company and its investors, addressing inquiries and providing updates on financial performance and portfolio status. Their role often involves coordinating with internal finance teams, managing data integrity, and supporting audits or investor meetings. This position is critical in maintaining transparency and trust with investors.

What are some common challenges faced by investor reporting managers when preparing reports for stakeholders?

Investor Reporting Managers often face challenges related to data accuracy, tight deadlines, and evolving regulatory requirements. Coordinating with multiple internal teams to gather timely and consistent information can be complex, especially when dealing with large volumes of data from various sources. Additionally, ensuring that reports meet both internal standards and investor expectations requires strong attention to detail and clear communication skills. Staying updated with industry best practices and leveraging reporting tools can help manage these challenges effectively.

What are the key skills and qualifications needed to thrive as an investor reporting manager, and why are they important?

To thrive as an Investor Reporting Manager, you need a solid background in finance or accounting, strong analytical skills, and familiarity with financial reporting standards, typically supported by a relevant degree. Expertise in financial reporting software like Excel, SQL, or specialized platforms such as Yardi or MRI, along with knowledge of SEC and GAAP regulations, is commonly required. Exceptional attention to detail, effective communication, and organizational skills are vital for managing deadlines and collaborating with stakeholders. These skills ensure accurate, timely, and transparent reporting that builds investor trust and supports regulatory compliance.

What is the difference between Investor Reporting Manager vs Fund Accountant?

AspectInvestor Reporting ManagerFund Accountant
Primary FocusPreparing investor reports, financial statements, and ensuring compliance with reporting standardsMaintaining fund books, calculating net asset values (NAV), and processing transactions
Required CredentialsTypically CPA, CFA, or similar; strong accounting and reporting skillsAccounting background, CPA preferred; strong knowledge of fund operations
Work EnvironmentFinancial services firms, asset management companies, hedge fundsFund administration firms, asset managers, private equity firms

While both roles involve financial data and fund operations, the Investor Reporting Manager primarily focuses on preparing investor-facing reports and ensuring compliance, whereas the Fund Accountant handles the day-to-day fund accounting and NAV calculations. Both roles require strong accounting credentials and are integral to fund management firms.

What are popular job titles related to Investor Reporting Manager jobs in Georgia?

For Investor Reporting Manager jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Investor Reporting Manager jobs in Georgia look for?

The top searched job categories for Investor Reporting Manager jobs in Georgia are:

What cities in Georgia are hiring for Investor Reporting Manager jobs?

Cities in Georgia with the most Investor Reporting Manager job openings:

Investor Reporting Manager jobs near you
Infographic showing various Investor Reporting Manager job openings in Georgia as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution.

Financial Reporting Manager

Rockefeller Capital Management

Atlanta, GA • On-site

$98K - $133K/yr

Full-time

Re-posted 15 days ago

Job description

About Rockefeller Capital Management

Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.

Position

The Financial Reporting Manager will be responsible for leading the analysis, preparation, and delivery of consolidated financial reports for clients of Rockefeller Global Family Office. This individual will manage a team of four financial reporting professionals while maintaining direct involvement in complex client reporting, financial analysis, and special projects. This role will serve as a key leader within Rockefeller Private Office, ensuring accuracy, consistency, and exceptional service delivery while fostering team development and operational excellence.

Responsibilities
  • Lead, mentor, and develop a team of four Financial Reporting professionals, providing coaching, performance management, training, and career development support.
  • Oversee the preparation and review of balance sheets, profit and loss statements, consolidated financial reports, and ad hoc analytical reporting for ultra-high-net-worth clients.
  • Establish and maintain quality control standards, ensuring the accuracy, consistency, and timeliness of all client deliverables.
  • Manage team workload, priorities, and resource allocation to ensure service levels and deadlines are consistently met.
  • Remain actively involved in the preparation and review of complex client financial reports and analyses.
  • Gather, analyze, and reconcile client financial information across multiple investment institutions, including alternative investments, fixed income securities, cash flow reporting, budgets, and income reporting.
  • Partner closely with Wealth Planning, Client Advisors, and other stakeholders to address client reporting needs and deliver actionable financial insights.
  • Drive process improvements, reporting efficiencies, and best practices across reporting systems and workflows.
  • Serve as a subject matter expert on client reporting methodologies, financial reporting standards, and reporting technology platforms.
  • Act as the final reviewer and escalation point for complex reporting issues and client inquiries.
  • Participate in strategic initiatives and special projects to enhance the reporting function and overall client experience.
Qualifications
  • Bachelor's Degree in Accounting, Finance, or related field required; CPA strongly preferred.
  • 15+ years of relevant accounting, financial reporting, or family office experience.
  • Prior experience leading, supervising, or mentoring financial professionals.
  • Strong understanding of investment assets and related reporting, including equities, fixed income, alternatives, and partnership investments.
  • Experience managing multiple priorities and deadlines in a client service-oriented environment.
  • Experience with fixed income and alternative investments strongly preferred.
Skills
  • Demonstrated leadership and people management capabilities.
  • Strong accounting, financial reporting, and analytical skills.
  • Advanced Microsoft Office skills (Excel, PowerPoint, and Outlook); proficiency with financial reporting and accounting systems.
  • Advanced QuickBooks Online or other general ledger platform skills.
  • Ability to lead through influence while remaining highly hands-on in day-to-day deliverables.
  • Exceptional attention to detail and commitment to quality.
  • Strong project management and organizational skills.
  • Effective communication and relationship management skills.
  • High level of integrity, professionalism, and discretion when handling confidential information.
Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

Employment Type: FULL_TIME

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