... Operations Analyst) owns the endtoend technology reporting and analytics capability, with full ... portfolio oversight, with a strong focus on technology investments and operational performance.
... Operations Analyst) owns the endtoend technology reporting and analytics capability, with full ... portfolio oversight, with a strong focus on technology investments and operational performance.
Fund Reporting - Analyst / Associate
Salt Lake City, UT · On-site +1
$60K - $85K/yr
Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...
Fund Reporting - Analyst / Associate
Salt Lake City, UT · On-site +1
$60K - $85K/yr
Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...
Analyst / Senior Analyst, Finance - Portfolio Reporting & Business Insights
San Diego, CA · On-site
$90K - $113K/yr
... portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor ... Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and ...
Analyst / Senior Analyst, Finance - Portfolio Reporting & Business Insights
San Diego, CA · On-site
$90K - $113K/yr
... portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor ... Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
Fund Reporting - Analyst / Associate
Salt Lake City, UT · On-site
$60K - $85K/yr
Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...
Fund Reporting - Analyst / Associate
Salt Lake City, UT · On-site
$60K - $85K/yr
Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. * Liaise with administrators to determine correct quantitative data for ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
BI Reporting Analyst
Jacksonville, FL · Hybrid
BI Reporting Analyst Location: Deerfield Beach, FL (Hybrid 3\/2) Duration: 12+ Months \n \n Role ... Prior experience in BI reporting roles with large report portfolios. \n * Demonstrated ability to ...
BI Reporting Analyst
Jacksonville, FL · Hybrid
BI Reporting Analyst Location: Deerfield Beach, FL (Hybrid 3\/2) Duration: 12+ Months \n \n Role ... Prior experience in BI reporting roles with large report portfolios. \n * Demonstrated ability to ...
Private Banking Credit, Collateral & Reporting Analyst
Saint Louis, MO · On-site
$30.55 - $35.80/hr
... loan and deposit portfolio reporting and execution of portfolio review initiatives for new ... Strong analytical and problem-solving skills * Motivated and organized with strong attention to ...
Private Banking Credit, Collateral & Reporting Analyst
Saint Louis, MO · On-site
$30.55 - $35.80/hr
... loan and deposit portfolio reporting and execution of portfolio review initiatives for new ... Strong analytical and problem-solving skills * Motivated and organized with strong attention to ...
Private Banking Credit, Collateral & Reporting Analyst
Saint Louis, MO · On-site
$30.55 - $35.80/hr
... loan and deposit portfolio reporting and execution of portfolio review initiatives for new ... Strong analytical and problem-solving skills * Motivated and organized with strong attention to ...
Private Banking Credit, Collateral & Reporting Analyst
Saint Louis, MO · On-site
$30.55 - $35.80/hr
... loan and deposit portfolio reporting and execution of portfolio review initiatives for new ... Strong analytical and problem-solving skills * Motivated and organized with strong attention to ...
Financial Reporting Analyst
Chicago, IL · On-site
... and broader portfolio oversight. This role partners closely with Fund Accounting and Asset ... reporting issues to the Financial Analysis Manager and VP of Financial Analysis, as needed • ...
Financial Reporting Analyst
Chicago, IL · On-site
... and broader portfolio oversight. This role partners closely with Fund Accounting and Asset ... reporting issues to the Financial Analysis Manager and VP of Financial Analysis, as needed • ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
The Senior Portfolio Analyst supports enterprise investment governance and portfolio management by ... Track and report on portfolio performance, benefits realization, and key metrics. * Maintain ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
Analyst - SPAR Client Service - Reporting
La Jolla, CA · Hybrid
$68K - $70K/yr
Position Overview As part of StepStone's Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality portfolio reporting and data-related analytics for private markets ...
Analyst - SPAR Client Service - Reporting
La Jolla, CA · Hybrid
$68K - $70K/yr
Position Overview As part of StepStone's Portfolio Analytics and Reporting (SPAR) team, the Analyst will support high-quality portfolio reporting and data-related analytics for private markets ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
Objectives are to 1) provide accurate analytical and administrative support for portfolio monitoring, 2) maintain disciplined tracking of financial reporting, covenants, collateral and review ...
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Quick apply
Apply Early
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Apply Early
... portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor ... Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and ...
... portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor ... Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and ...
Portfolio Reporting Team Lead
New York, NY · Remote
$130K - $140K/yr
Provide day-to-day leadership and guidance for the portfolio reporting function, serving as a key ... An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to ...
Portfolio Reporting Team Lead
New York, NY · Remote
$130K - $140K/yr
Provide day-to-day leadership and guidance for the portfolio reporting function, serving as a key ... An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to ...
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Portfolio Reporting & Analytics * Build watchlists, dashboards, and portfolio reporting. * Support CFO and Capital Markets with insights and reporting. Education and Experience * 5-10 years in ...
Portfolio Reporting Team Lead
New York, NY · On-site +1
$130K - $140K/yr
Provide day-to-day leadership and guidance for the portfolio reporting function, serving as a key ... An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to ...
Portfolio Reporting Team Lead
New York, NY · On-site +1
$130K - $140K/yr
Provide day-to-day leadership and guidance for the portfolio reporting function, serving as a key ... An appetite for analytical problem-solving and desire to maintain a solutions-oriented approach to ...
Portfolio Reporting Analyst information
See salary details
$20.5K - $30.4K
1% of jobs
$30.4K - $40.3K
1% of jobs
$40.3K - $50.2K
6% of jobs
$50.2K - $60.1K
12% of jobs
$62.4K is the 25th percentile. Wages below this are outliers.
$60.1K - $70K
21% of jobs
The median wage is $75.7K / yr.
$70K - $80K
15% of jobs
$80K - $89.9K
9% of jobs
$96.6K is the 75th percentile. Wages above this are outliers.
$89.9K - $99.8K
15% of jobs
$99.8K - $109.7K
10% of jobs
$109.7K - $119.6K
7% of jobs
$119.6K - $129.5K
3% of jobs
$20.5K
$80.9K
$129.5K
How much do portfolio reporting analyst jobs pay per year?
What is the difference between Portfolio Reporting Analyst vs Investment Analyst?
| Aspect | Portfolio Reporting Analyst | Investment Analyst |
|---|---|---|
| Primary Focus | Preparing and analyzing portfolio performance reports | Researching and evaluating investment opportunities |
| Required Skills | Data analysis, reporting tools, financial metrics | Financial modeling, market research, valuation techniques |
| Work Environment | Financial institutions, asset management firms | Investment firms, banks, hedge funds |
| Certifications | Typically CFA Level I or II, financial analysis certifications | Often CFA Level I or II, investment-specific credentials |
The main difference is that Portfolio Reporting Analysts focus on creating reports and analyzing the performance of investment portfolios, while Investment Analysts evaluate potential investments and conduct market research. Both roles require strong analytical skills and similar certifications, but their daily tasks and objectives differ within the investment industry.
What are the primary challenges faced by Portfolio Reporting Analysts in managing data accuracy and timeliness?
What are the key skills and qualifications needed to thrive as a Portfolio Reporting Analyst, and why are they important?
What is a Portfolio Reporting Analyst?

Technology Portfolio Reporting & Analytics Lead- Morrisville, NC (Hybrid)
Morrisville, NC • Hybrid
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 2 days ago
Syneos Health rating
8.3
Based on 21 frontline employees who took The Breakroom Quiz
24th of 73 rated pharmaceutical
Job description
Syneos Health is a leading fully-integrated life sciences services organization built to accelerate customer success. We partner with innovators at every point across the drug development and commercialization continuum, helping them navigate complexity, anticipate change and accelerate progress.
Every day we perform better because of how we work together, as one team, each the best at what we do. We bring together talented experts across a broad spectrum of business critical corporate functions. Every role plays an essential part in enabling our customers to achieve their goals. Our teams are agile, collaborative, and committed to delivering-for each other, for our customers, and ultimately for the people who rely on the services we support.
Discover what your 25,000 future colleagues already know:
Why Syneos Health
We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program.
We are committed to building an inclusive culture - where you can authentically be yourself. Central to this is our purpose - Driven to Deliver - which captures the passion of our colleagues to show up each day and shape solutions that have the ability to dramatically impact someone's life.
We are continuously building the company we all want to work for and our customers want to work with. Why? Because we know that when we bring together smart colleagues from across the world, we can shape the future of healthcare, driving impact for customers and defining the pace of patient progress.
Job Responsibilities
The Technology Portfolio Reporting & Analytics Lead (Senior Business Operations Analyst) owns the endtoend technology reporting and analytics capability, with full accountability for creating, governing, and delivering executive and Boardlevel reporting. It translates complex, multisource performance, investment, and financial data into clear insights and recommendations that inform senior leadership decisions. The role evaluates investment performance and ROI, tracks progress against strategy and forecasts, identifies risks and efficiency opportunities, and drives corrective actions. Partnering crossfunctionally, it sets reporting standards, ensures data quality and reliability, optimizes operating cadence and resource utilization, and leads initiatives from insight to execution to maximize the value of technology and operational investments.
This role will work a hybrid model, working in the office in Morrisville 2- 3 days a week.
JOB RESPONSIBILITIES- Develop and interpret information that supports executive decision-making, policy formulation, growth projections, and portfolio oversight, with a strong focus on technology investments and operational performance.
- Own the endtoend reporting and analytics lifecycle, including data sourcing, pipelines, models, dashboards, and access controls, to ensure stable, reliable, and consistent executive reporting outputs.
- Analyze data from multiple sources to produce a comprehensive view of business, financial, and operational performance on weekly/monthly/quarterly cadences.
- Design, create, and deliver executiveready reports, dashboards, and presentations, translating complex data into clear narratives and actionable insights for senior leadership and the Board.
- Develop recommendations and prepare written and oral presentations that synthesize insights into decisions, highlighting trends, risks, opportunities, and required actions.
- Evaluate investment performance and ROI, track progress against strategic objectives and forecasts, and identify root causes behind variances and emerging trends.
- Implement and maintain data, governance, hygiene and quality processes; proactively monitor accuracy, consistency, and reliability of reporting, and drive continuous improvement.
- Develop performance measurement framework and analytical tools to improve operational efficiency and maximize value realization from technology and operational investments.
- Coordinate revenue and budgeting processes; establish and maintain high standards for data quality, efficiency, and consistency, and reporting cadence.
- Establish effective analysis of business trends and end-to-end processes to identify significant variances and underlying driver, recommend corrective actions to management.
- Collaborate with business partners and cross-functional teams to define reporting standards, best practices and scalable standard operating procedures.
- Continuously assess resource utilization and capacity and make data-driven recommendations to ensure an optimal and sustainable support model.
- Lead analytical and reporting initiatives from concept through execution, coordinating stakeholders and driving measurable outcomes with a proactive, executionoriented mindset.
QUALIFICATION REQUIREMENTS
- BA/BS Degree required.
- Proven experience analyzing, interpreting, and synthesizing complex data into measurable, actionable insights and recommendations that support leadership decision-making.
- Strong proficiency in Excel, including analysis of large data sets, with the ability to own and drive independent cross-functional analyses across multiple online and offline data sources.
- Experience in Operations support or equivalent roles (e.g. Finance, Business Operations, Strategy, Sales, Sales Operations, Account Management, Sales Planning, Ad Operations, or Consulting).
- Demonstrated ability to prepare and present executive-ready reports, dashboards, ROI analysis, forecasts, trends, and recommendations, with the ability to see beyond the numbers and translate insights into clear narratives.
- Ability to influence without authority and operate as a trusted advisor to internal partners, including senior and executive-level stakeholders.
- Project management experience, including establishing a project vision, coordinating cross-functional partners, and driving work from concept through execution.
- Strong organizational and prioritization skills; highly accountable and detail-oriented, with the ability to manage multiple projects and ad-hoc requests simultaneously.
- Demonstrated ability to consistently deliver quality outputs in a fast-paced, and sometimes ambiguous environment, work to tight deadlines.
- Exceptional written, oral, and visual communication skills, with comfort communicating complex information to executive and Board-level audiences.
- Strong interpersonal skills and ability to work independently, take initiative, and exercise sound judgement.
- Familiarity with data governance, data quality, and controls, ensuring accuracy, consistency, and reliability of reporting.
Preferred
- Experience working in a digital and technology focused organization.
- Knowledge of Smartsheet, ERPs, and related operational or financial support tools.
- Experience with Tableau, PowerBI or similar data visualization reporting tools.
- Some experience with analytical modeling, forecasting, or data optimization.
- Demonstrated ability to tell compelling stories using data-driven insightsfor executive audiences.
- Experience supporting or helping manage BI or reporting platforms, dashboards, or data pipelines.
- Working knowledge of SQL and/or Python for analytics or automation.
Disclaimer:
Tasks, duties, and responsibilities listed in this job description are not exhaustive.The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities.Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description.The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract.Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements.
Salary Range:
$79,800.00 - $139,600.00The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role.
Get to know Syneos Health
Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients.
No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health.
http://www.syneoshealth.com
Additional Information
Tasks, duties, and responsibilities as listed in this job description are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
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About Syneos Health
Sourced by ZipRecruiter
Industry
Scientific research and development services
Company size
10,000+ Employees
Headquarters location
Morrisville, NC, US