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Investor Reporting Manager Jobs in Oregon (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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

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

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 ...

Oversee activation of new investor and prospect accounts in the CRM * Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in ...

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

Oversee activation of new investor and prospect accounts in the CRM * Manage the full document lifecycle within the portal, including uploading and organizing reports, forms, and tax documents in ...

Manage document upload and organization within the investor portal, including reports, forms, and tax documents, in line with investor and compliance requirements. * Identify investor data ...

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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 Associate Sr. - Tax Credit

PNC

Portland, OR

$86K - $107K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


PNC Bank rating

7.8

Company rating: 7.8 out of 10

Based on 347 frontline employees who took The Breakroom Quiz

88th of 171 rated banks


Job description


Job Profile
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Investment Reporting Associate Sr. within PNC's Multi-Family Capital organization, you will be based in office in a PNC location.
Client Reporting:
Independently manage a reporting portfolio of Low Income Housing Tax Credit Funds (LIHTC) for Multi and Proprietary Investors.
Review property-level operational detail for accuracy.
Create quarterly and monthly Investor reporting for LIHTC properties and confirm accuracy.
Provide documents to Investors by designated deadlines via a reporting portal.
Document Collection and Organization:
Manage a LIHTC leasing portfolio of approximately 30 properties, including collecting monthly documents and updating the database.
Assist with client adHoc portfolio inquiries, including querying data and utilizing vLookups to populate data documents.
Analyze data for internal and external requests regarding portfolio health.
Event Driven and Time Sensitive Tasks:
Update internal systems with construction milestones, leasing process and occupancy data.
Prepare recurring internal reports for peer teams.
Quality Review + Team Support:
Review data entries for completeness and accuracy.
Help prepare, proofread, and format reporting materials.
Identify and correct data inconsistencies.
Assist with tech initiatives, including the buildout and testing of a new database.
Qualifications
Strong data analysis skills with high accuracy and attention to detail.
Ability to handle repetitive tasks efficiently and accurately.
Exceptional organizational and time management skills.
High comfort working in spreadsheets, databases, and proprietary reporting tools.
Strong written and verbal communication skills.
Experience with multifamily real estate and tax credit industry a plus but not required. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description
  • Oversees investor reporting process. Provides reporting on a portfolio of funds. Key person responsible for ad hoc requests and query building.
  • Generates reports for accuracy. Edits, reviews and determines content for investor reports. Provides reports to internal parties as appropriate. Produces internal trend reporting, senior management and annual investor meeting reporting by understanding various fund portfolios, how they operate and differences between funds. Analyze conclusions and discuss variances with team leaders. Shares best practices and trains other team members.
  • Performs analysis of progress of property. Coordinates assessment of properties and fund performance with internal parties. Elevates potential investor concerns. Identifies areas of concern if noted in reporting. Makes suggestions to asset managers for modification of content, mitigation of issues etc.
  • Requests updates regarding capital timing from asset managers. Elevates variances with respect to capital timing internally.
  • Performs due diligence and provides analysis on data in response to investor queries.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsAccounting, Analytical Thinking, Asset Management, Bookkeeping, Capital Management, Competitive Advantages, Customer Follow-Ups, Customer Solutions, Data Analytics CompetenciesClient Relationship Management, Data Gathering and Reporting, Decision Making and Critical Thinking, Effective Communications, Financial Statement Analysis, Fund Performance Analysis, Problem Solving, Real Estate Property Data Analysis Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $45,000.00 – $105,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 06/17/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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