Associate, Investment Reporting

Bruin; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

Bruin, a NYC-based asset manager, seeks an Investment Reporting Associate to join the team near the investment group and focus on performance reporting and portfolio analytics across credit strategies.

You will prepare and deliver regular performance reports, analyze data for monitoring, and partner with investment, operations, and accounting teams to satisfy reporting needs. Strong Excel skills and attention to detail are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3+ years of experience in investment reporting, performance reporting, or portfolio analytics.
• Experience within asset management, credit, or related environment.

Responsibilities

• Prepare and deliver regular performance and portfolio reports.
• Analyze investment data to support monitoring and decision making.
• Partner with investment, operations, and accounting teams on data and reporting needs.
• Maintain and improve reporting processes and data accuracy.
• Support ad hoc analysis and requests from senior stakeholders.

Skills

Analytical skills

Attention to detail

Excel proficiency

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Large datasets

Job description

We 27re partnering with a growing asset manager in NYC on an Investment Reporting Associate hire. This role sits close to the investment team and focuses on performance reporting and portfolio analytics across a range of credit strategies.

Responsibilities:

• Prepare and deliver regular performance and portfolio reports.
• Analyze investment data to support monitoring and decision making.
• Partner with investment, operations, and accounting teams on data and reporting needs.
• Maintain and improve reporting processes and data accuracy.
• Support ad hoc analysis and requests from senior stakeholders.

Requirements:

• Bachelor Es degree in Finance, Accounting, Economics, or related field.
• 3+ years of experience in investment reporting, performance reporting, or portfolio analytics.
• Experience within asset management, credit, or related environment.
• Strong Excel skills and comfort working with large datasets.
• Detail oriented with strong analytical skills.