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Investor Reporting Manager Jobs in Oregon (NOW HIRING)

Block

Entity Reporting & Intelligence Manager

Portland, OR · On-site +1

$147K/yr

... send, spend, invest, borrow and save to our 50+ million monthly active customers. We want to ... Manage reporting templates and format stewardship for subsidiary deliverables * Identify gaps where ...

Upstart

Manager, Investor Services

OR · On-site +1

As the Investor Enablement Operations Manager, you will serve as the operational backbone of the ... Develop reporting, metrics, and operating cadences that improve decision-making and provide greater ...

SiriusPoint

Manager, Investor Relations & Strategy

OR · On-site +1

Join Our Team We are seeking a Manager, Investor Relations & Strategy who will help lead ... reporting deadlines. * Demonstrated ability to improve processes, build scalable resources and ...

Osprey Management

Regional Asset Manager

Portland, OR · On-site

$65K - $70K/yr

Manage lender and investor reporting requirements, ensuring timely submission and compliance with loan covenants. * Evaluate market conditions and competitive landscape to inform strategic planning ...

Osprey Management

Regional Asset Manager

Portland, OR · On-site

$65K - $70K/yr

Manage lender and investor reporting requirements, ensuring timely submission and compliance with loan covenants. * Evaluate market conditions and competitive landscape to inform strategic planning ...

Upstart

Funding Delivery Manager

OR · On-site +1

Experience managing loan funding, delivery, investor reporting, or post-origination operational ... processes. * Experience using operational metrics and data to investigate process issues and ...

Agility Robotics

Head of Investor Relations

Salem, OR · On-site +1

$191K - $297K/yr

Manage quarterly investor calls and investor communications calendar * Ensure consistency and ... To report to the CFO, but work closely across the senior leadership team, including the CEO, CBO ...

The Forum Group PNW

Senior Accountant

Monmouth, OR · On-site

$71K - $90K/yr

... investor reporting, and audit support. This role requires someone who is self-directed, detail-oriented, and comfortable managing multiple priorities with minimal oversight. Key Responsibilities

CEPRES

$232K - $243K/yr

In-depth knowledge of portfolio monitoring workflows, including fund accounting, performance measurement (IRR, TVPI, DPI), cash flow management, and investor reporting. Demonstrated success in ...

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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 Oregon?

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

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

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

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

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

Investor Reporting Manager jobs near you

Financial Reporting Manager

BizTek People, Inc. | APA International Placement Consultants

Portland, OR • On-site

$108K - $147K/yr

Contractor

Re-posted 25 days ago

Job description


Title: Financial Reporting Manager
Duration: 3 Months
Location: Portland, OR
Job Description
This role is a key member of the accounting team, overseeing and directing the financial reporting and analysis activities of the department, including the filing of consolidated financial statements and regulatory reports in connection with SEC and regulatory reporting requirements. This position is responsible for ensuring the accurate and timely filing of reports reflecting the Company's operating results, financial condition, and cash flows.
Requirements
Responsibilities
  • Oversees the preparation ofquarterly and annual filings with the SEC, including Forms 10-K, 10-Q,8-K, and 11-K.
  • Provides oversight and reviewof consolidated financial statements and supporting accounting workpapers.
  • Oversees the collaborationacross departments, including coordinating the review of quarterly SECfilings among the Controller, Corporate Secretary, Investor Relations andAccounting.
  • Monitors and ensures thetimely identification of and compliance with new accounting guidance andcomplex disclosure and reporting matters.
  • Contributes to thedevelopment, execution, and management of the monthly reporting packagefor the monthly close process which is utilized by the Company's FinanceCommittee to analyze results.
  • Completes and overseesinternal control procedures to ensure compliance with the Sarbanes-OxleyAct.
  • Participates in the research,resolution, and documentation of technical accounting issues.
  • Assists with the preparationand review of the Proxy Statement.
  • Oversees the financialreporting for our subsidiaries.
  • Oversees the preparation ofcertain FERC Form 2 sections.
  • Assists in the preparationand review of ad hoc management reporting.
  • Leads the financial reportingteam through the execution of the reporting process; establishes teamperformance goals and objectives for each year; and develops, trains, andmentors team members with ongoing performance feedback.
  • Demonstrates appropriateleadership and decision-making behaviors; maintains technical jobknowledge and personal skill development. Committed to coaching anddeveloping employees.
  • Participates in other ad hocprojects as required.
  • Participate as a subjectmatter expert for external audit preparation, data gathering in order todemonstrate compliance.
  • Acts as a technical resourcefor others.

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