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Investor Reporting Jobs (NOW HIRING)

acralending

Investor Reporting Analyst

Irvine, CA · On-site

In this role you will be responsible for ensuring the accuracy and completeness of required reporting, remitting, and reconciling for the investors through the use of servicing system, database and ...

Acra Lending

Investor Reporting Analyst

Irvine, CA · On-site

Works with Investor Reporting team members to resolve items within the investors accounts * Maintains and follows procedures and controls within the monthly process * Assists with internal and ...

Fay Servicing

Investor Reporting Analyst II

Tampa, FL · Hybrid

$35.57 - $41.47/hr

Reporting to the AVP, Investor Reporting, this position is responsible for managing complex investor reporting tasks, including managing agency relationships with Fannie Mae, Freddie Mac and Ginnie ...

Fay Servicing

Investor Reporting Analyst II

Rosemont, IL · Hybrid

$35.57 - $41.47/hr

Reporting to the AVP, Investor Reporting, this position is responsible for managing complex investor reporting tasks, including managing agency relationships with Fannie Mae, Freddie Mac and Ginnie ...

First American

Sr. Analyst Investor Reporting

Concord, NC · On-site

$739/wk

Works closely with the Investor Reporting team and default group to ensure processes align with investor guidelines and loan mitigation activity is accurately reported. * Ensures proper set-up, sales ...

First American

Sr. Analyst Investor Reporting

Iowa, LA · On-site

$739/wk

Works closely with the Investor Reporting team and default group to ensure processes align with investor guidelines and loan mitigation activity is accurately reported. * Ensures proper set-up, sales ...

Keybank

Investor Reporting Analyst

Overland Park, KS

$63K - $96K/yr

Location: 11501 Outlook Street, Overland Park Kansas Job Summary Under the supervision of the department manager, the Investor Accounting Analyst III is responsible for accurate and timely reporting ...

First American

$739/wk

Works closely with the Investor Reporting team and default group to ensure processes align with investor guidelines and loan mitigation activity is accurately reported. * Ensures proper set-up, sales ...

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Investor Reporting information

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$20.5K

$80.9K

$129.5K

How much do investor reporting jobs pay per year?

As of Jul 14, 2026, the average yearly pay for investor reporting 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 are the key skills and qualifications needed to thrive in the Investor Reporting position, and why are they important?

To excel in Investor Reporting, you typically need a strong background in finance or accounting, analytical skills, and attention to detail, often supported by a relevant bachelor's degree. Familiarity with financial reporting software, Excel, and knowledge of industry regulations like GAAP or IFRS are commonly required, and certifications such as CFA or CPA can be advantageous. Outstanding communication, time management, and problem-solving abilities help you effectively liaise with stakeholders and handle tight reporting deadlines. Mastery of these skills ensures accuracy, compliance, and clear communication of performance data to investors and internal teams.

What is an Investor Reporting job?

An Investor Reporting job involves preparing and delivering financial and performance reports to investors, stakeholders, and regulatory bodies. Professionals in this role analyze investment data, track portfolio performance, and ensure compliance with reporting standards. They collaborate with internal teams, such as finance and accounting, to provide accurate and timely updates. Strong analytical skills, attention to detail, and knowledge of financial regulations are essential for success in this role.

What are some of the primary responsibilities of an Investor Reporting professional?

Investor Reporting professionals are responsible for preparing and reviewing financial statements, performance reports, and other key documents to update investors on the status of portfolios or funds. They also ensure all reports are accurate, comply with industry standards, and are delivered within set deadlines. Additionally, these professionals often collaborate with asset managers, finance teams, and client relations personnel to gather necessary information and address investor inquiries. This role requires balancing meticulous data management with clear, timely communication, making it both dynamic and integral to client satisfaction.

What jobs pay $500,000 a year in the US?

In investor reporting roles, high compensation levels of $500,000 or more annually are typically found in senior positions such as Chief Investment Officer, Portfolio Manager, or Director of Investor Relations at large financial firms or hedge funds. These roles often require extensive experience, advanced degrees, and strong industry networks, with compensation including base salary, bonuses, and profit sharing. Such high earnings are usually associated with leadership roles overseeing significant assets or investor portfolios.

What jobs make $1,000,000 a year?

In the field of investor reporting, senior roles such as Chief Investment Officer or Portfolio Manager at large financial firms can earn $1,000,000 or more annually, especially with bonuses and profit sharing. These positions typically require extensive experience, advanced certifications like CFA, and strong analytical skills. High-level executive roles across finance and investment sectors also frequently reach this income level.

What is the job description of an investor reporting?

An investor reporting professional prepares and delivers financial reports, performance summaries, and updates for investors, ensuring accuracy and compliance with regulatory standards. They analyze data, use reporting tools, and communicate investment performance to stakeholders on a regular schedule.

What is investor reporting?

Investor reporting is the process of preparing and delivering financial and operational information to investors, typically through reports, dashboards, or presentations. It involves compiling data on investment performance, fund activities, and compliance, often using tools like Excel or specialized reporting software. Accurate and timely reporting helps investors assess their investments and ensures transparency in fund management.
More about Investor Reporting jobs
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What states have the most Investor Reporting jobs? States with the most job openings for Investor Reporting jobs include:
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Investor Reporting jobs near you
Infographic showing various Investor Reporting job openings in the United States as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Investor Reporting Analyst

acralending

Irvine, CA • On-site

Other

Posted 18 days ago

Job description

In this role you will be responsible for ensuring the accuracy and completeness of required reporting, remitting, and reconciling for the investors through the use of servicing system, database and reporting tools. Processes include, but are not limited to, loan sales, service release, regulatory compliance, escalated issues to minimize company risk for monetary loss, legal action, charge offs, repurchase requests and investor dissatisfaction. Assist in coordinating actions with other mortgage servicing departments, as needed, to achieve all requirements outlined in the servicing contracts for the investors.

 Essential Duties and Responsibilities 

  • Collect and assemble data from multiple sources and systems
  •  Prepare document files for Investor review
  • Conduct research, interpret data and develop business solutions to enhance business results
  • Recommend action by analyzing and interpreting data, making comparative analyses
  • Monitor variance and identify trends
  • Maintain database by entering, verifying and backing up data
  • Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines
  • Works with Investor Reporting team members to resolve items within the investors accounts
  •  Maintains and follows procedures and controls within the monthly process
  • Assists with internal and external audits
  • Heavy use of Microsoft excel for data analysis and reporting
  • Handle ad-hoc reporting or research as directed by management.
  • Attention to detail and strong organization skills important
  • Other duties as assigned

Qualifications 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Expert MS Excel experience
  • SQL or other database reporting experience preferred
  • Knowledge of  accounting principles and practices
  • Strong communication skills to interact with Senior Management and other business units.
  • Strong organizational and time management skills necessary
  • Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail
  • Self-motivated with strong attention to detail and excellent organization skills

Education and/or Experience

   Bachelor’s Degree
   At least 1 year of Accounting experience
   At least 1 year of Mortgage experience is required
   At least 1 year of experience with Servicing Director is required
   At least 1 year of experience in the Non-QM space is required

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