CGP: Reporting Analyst

Century Group

Los Angeles (CA)

On-site

USD 41,000 - 44,000

Full time

2 days ago
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Job summary

Century Group in Los Angeles is seeking a Portfolio Reporting Analyst to join their finance team. You will prepare monthly and quarterly investment reports, and support the portfolio manager with data-driven analyses to inform client decisions.

The role requires a Bachelor’s degree in Accounting or Finance and 1+ year in the investment industry, with strong Excel, Word and Outlook skills. You will interact daily with clients and the strategy team, producing timely, accurate reporting in a

Qualifications

  • Bachelor’s degree in Accounting or Finance.
  • 1+ year of investment industry experience.
  • Strong analytical and problem-solving abilities.
  • Excellent verbal and written communication skills.
  • Ability to interact effectively with clients and team members.

Responsibilities

  • Prepare monthly and quarterly investment reports.
  • Create ad hoc reports and conduct scenario analysis.
  • Interact daily with clients and the strategy team.
  • Support the portfolio manager in various tasks.
  • Ensure accurate and timely reporting of investment data.

Skills

Analytical skills
Attention to detail
Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office
Excel
Word
Outlook

Job description

Portfolio Reporting Analyst

Los Angeles County , CA Contract To Hire Finance $30/HR to $32/HR 10/14/2026


Century Group is partnering with a client that is seeking a Portfolio Reporting Analyst to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base pay rate of $30.00 to $32.00 per hour.


Job Responsibilities:

Prepare monthly and quarterly investment reports.


Create ad hoc reports and conduct scenario analysis.


Interact daily with clients and the strategy team.


Support the portfolio manager in various tasks.


Ensure accurate and timely reporting of investment data.


Requirements:

Demonstrate proficiency in Microsoft Office, particularly Excel, Word, and Outlook.


Be a self-starter with the ability to work with minimal supervision.


Exhibit a hands-on approach and willingness to lead by example.


Be able to work in a fast-paced environment.


Show extreme attention to detail and strong analytical skills.


Qualifications:

A Bachelor’s degree in Accounting or Finance.


1+year(s) of investment industry experience.


Demonstrate strong analytical and problem-solving abilities.


Exhibit excellent verbal and written communication skills.


Be able to interact effectively with clients and team members.

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