Entry-Level Investor Reporting Analyst | Data Analytics

Preferred Mortgage Services; Henderson (NV); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Work-from-home Fridays after intro

Job summary

PMSI Preferred Mortgage Services LLC is seeking an Investor Reporting / Investor Accounting Analyst to ensure accurate financial reporting and remittances for clients. You will analyze data, identify discrepancies, and collaborate with a team to maintain timely, audit-ready records.

This on-site role in Henderson, NV requires 2–3 years of experience, a 3.5+ GPA, and strong Excel skills. Training is provided, with opportunities for process improvements and career growth, plus Work-from-home

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business, or a related field
• GPA of 3.5 or higher
• 2–3 years of professional work experience
• Strong Microsoft Excel skills (Pivot Tables, VLOOKUPs, XLOOKUPs, formulas)
• Strong analytical thinking and problem-solving abilities
• Excellent attention to detail and organizational skills
• Effective written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Positive attitude and willingness to learn
• Curiosity and a desire to build a long-term career in financial operations

Responsibilities

• Learn the complete investor reporting lifecycle through hands-on training
• Support daily investor reporting and accounting activities
• Assist with the 7 R's process: Reporting, Remitting, Reconciliation, Research, Root Cause Identification, Resolution, Remediation
• Analyze loan- and pool-level data to identify trends and reporting exceptions
• Research and resolve cash and reporting discrepancies
• Maintain accurate records and documentation for audit and compliance purposes
• Help prepare reports and track key performance metrics
• Participate in client meetings and communicate project updates professionally
• Collaborate with teammates on process improvements and operational initiatives
• Learn investor guidelines, reporting requirements, and industry best practices
• Support special projects and additional responsibilities as your experience grows

Skills

Microsoft Excel

Analytical thinking

Attention to detail

Written and verbal communication

Time management

Team collaboration

Education

Bachelor's degree in Finance/Accounting/Economics/Mathematics/Business

Job description

PMSI Preferred Mortgage Services LLC is seeking an Investor Reporting / Investor Accounting Analyst to ensure accurate financial reporting and remittances for clients. You will analyze data, identify discrepancies, and collaborate with a team to maintain timely, audit-ready records.

This on-site role in Henderson, NV requires 2–3 years of experience, a 3.5+ GPA, and strong Excel skills. Training is provided, with opportunities for process improvements and career growth, plus Work-from-home