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Investor Reporting Jobs (NOW HIRING)

Fay Servicing

VP, Investor Reporting

Farmers Branch, TX

$137K - $175K/yr

Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting department in the planning, support and execution of projects and strategies focused on driving ...

Fay Financial

VP, Investor Reporting

Farmers Branch, TX

$137K - $175K/yr

Reporting to Servicing Leadership, this position is responsible for leading the Investor Reporting department in the planning, support and execution of projects and strategies focused on driving ...

ORIX

Senior Associate, Investor Reporting

Dallas, TX · On-site

Provided guidance and oversight to associates on the investor reporting team regarding monthly investor reporting packages and remittances to agencies/investors. * Monitor payment receipts and ...

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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 Aug 23, 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 is an investor reporting?

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 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 are the key skills and qualifications needed to thrive in investor reporting, 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.

Is investor reporting a high-paying job?

Investor reporting roles are generally considered mid to high-level positions that can offer competitive salaries, especially with experience and relevant skills in finance, accounting, and data analysis. Salaries vary based on industry, location, and company size, with senior roles often earning higher compensation and additional benefits.

What does investor reporting do?

Investor reporting involves preparing and delivering financial and performance reports to investors, providing transparency about investment performance, fund activities, and financial health. It requires strong analytical skills, knowledge of financial statements, and familiarity with reporting tools or software to ensure accurate and timely communication.
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Investor Reporting jobs near you
Infographic showing various Investor Reporting job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $80,862 per year, or $38.9 per hour.

Senior Associate, Investor Reporting

ORIX USA

Overland Park, KS • On-site

Full-time

Medical, Life, PTO

Re-posted 17 days ago

Job description

Purpose and Job Summary:
The Senior Associate will guide other associates on the team to ensure timely and accurate submission of data to internal and external clients. Consistently reviewing loan terms, investor and compliance requirements. The Senior Associate will be responsible for oversight of loan data. Senior Associate will review and approve remittance processing and provide final review of reports including CREFC or other industry standard reports for the portfolios assigned.
Essential Duties and Responsibilities:
  • Compile and review loan/pool data for submission to Internal and external investors in accordance with CREFC guidelines and/or servicing agreements (including assisting with Freddie Mac securitizations). This will entail reconciliation of key data points to internal data sources along with feedback from Asset Management or Capital Markets teams.
  • Provided guidance and oversight to associates on the investor reporting team regarding monthly investor reporting packages and remittances to agencies/investors.
  • Monitor payment receipts and reconcile remittances to investor, including advances and reimbursement requests.
  • Submit system data change requests and work with asset management/capital markets teams to submit requests due to changes in loan terms or investor status.
  • Review non-cashiering transactions and work with payments team to ensure shadow posting of transactions is accurate and timely.
  • Coordinate communication with external contacts efficiently and clearly to answer questions or follow up with internal teams.
  • Provide support for Ad Hoc requests from Management, other Servicing/Asset Management teams, or Capital Markets team.
  • Create wire and ACH requests to transfer funds internally and to external clients as needed.
  • Assist with testing report enhancements, to provide feedback for technology initiatives for department and Servicing/Asset Management Teams.
  • Support corporate accounting team to reconcile data and transactions related to fees and remittances due.
  • Complete monthly bank reconciliations for custodial accounts assigned.
  • Review ARM adjustments rate and reconcile with internal/external contacts to ensure billing and reporting are updated accurately.
  • Monitor and review new loans boarded into the servicing system. Reconciling data between investor data and servicing system data.
  • Ensure that all job functions are executed in compliance with all investor requirements and Lument policies and procedures.
  • Maintain strict compliance to the applicable regulatory, investor and internal compliance requirements governing mortgage funds application.
  • Prepare supporting documentation for RegAB, SOX and other internal and external audits.
  • Provide superior customer service skills. Review, prioritize and provide timely and accurate responses to tasks, emails, etc. Work professionally and harmoniously with team and coworkers.
  • Ensure that all training needs, both technical and interpersonal, are met in a timely manner.
  • Minimal to no travel required.

Education, Skills and Experience:
Required:
  • Bachelor's degree in Accounting, Finance, Economics, or Business preferred.
  • 3 to 5 years' direct investor reporting experience preferably CMBS, CLO or other complex investment structures.
  • Analytical and problem solving skills, utilizing data from multiple sources to arrive at conclusions.
  • Proficiency in Microsoft Office and list other relevant systems or software.
  • Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
  • Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), investors, legal counsel, and others. Must also demonstrate an excellent customer service attitude.
  • The ability to effectively self-manage and to work independently, while functioning as a highly effective member of the team.
  • This position requires access to sensitive and confidential information. It is expected that this information remains both internally and external to the company as applicable.
  • Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
  • Other projects and duties as assigned by management team.

Preferred:
  • Working knowledge of McCracken Strategy. (or similar large-scale servicing system)
  • Mortgage servicing platform experience a plus. Including CLO and other complex investments.
  • Problem solving skill set to review data independently.
  • Basic database understanding to provide enhanced feedback to technology development teams.

Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

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