Financial Reporting Analyst

Pacific Executive Search; Los Angeles, California (CA, MO); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A financial services firm in Los Angeles is seeking a Mid-Senior level Financial Reporting Analyst. This role focuses on enhancing data analytics and reporting within their Private Credit group. Candidates should have a Bachelor's Degree and a minimum of 5 years’ experience in financial services. The position offers a hybrid work model, competitive compensation, and additional benefits like medical insurance and a 401(k).

Qualifications

• Minimum of five years of relevant experience in financial services, management consulting, or data analytics.
• Strong understanding of financial principles, including IRR and MOIC.
• Ability to work independently and manage multiple tasks effectively.

Responsibilities

• Develop and enhance reporting and data infrastructure for analytics capabilities.
• Assist in portfolio management through modeling and performance reporting.
• Maintain and optimize internal performance reporting platforms.
• Create regular and ad hoc portfolio reports for management and investor inquiries.
• Support corporate development initiatives and fund marketing strategies.
• Collaborate with teams to troubleshoot data-related issues.

Skills

Quantitative and analytical skills

Verbal communication skills

Written communication skills

Attention to detail

Education

Bachelor’s Degree in Finance, Accounting, Engineering, or Computer Science

Tools

Microsoft Excel

PowerPoint

SQL

VBA Macros

Job description

Pacific Executive Search provided pay range

This range is provided by Pacific Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $150,000.00/yr

Join a dynamic team as a Financial Reporting Analyst, where you will play a pivotal role in enhancing the data analytics capabilities of the Private Credit group within the Alternative Products sector. This position offers a unique opportunity for professional growth in asset management, allowing you to develop your skills in reporting, data infrastructure, and quantitative analysis. You will thrive in a collaborative environment that values innovation, attention to detail, and a strong work ethic, while also enjoying the flexibility of a hybrid work model.

Responsibilities

• Develop and enhance reporting and data infrastructure to improve analytics capabilities and support investment performance tracking.
• Assist in portfolio management through modeling and performance reporting, ensuring accurate and timely insights.
• Maintain and optimize internal performance reporting platforms, enhancing data tracking and reporting procedures.
• Create regular and ad hoc portfolio reports for management and investor inquiries, boosting marketing efforts and stakeholder engagement.
• Support corporate development initiatives, fund marketing strategies, and respond to investor questionnaires with precise data analysis.
• Collaborate with investment and operations teams to troubleshoot data-related issues and improve overall data management.

Qualifications

Must-Have:

• Bachelor’s Degree in Finance, Accounting, Engineering, or Computer Science.
• Minimum of five years of relevant experience in financial services, management consulting, or data analytics.
• Strong quantitative and analytical skills with a solid understanding of financial principles, including IRR and MOIC.
• Excellent verbal and written communication skills, with a keen attention to detail.
• Ability to work independently and manage multiple tasks effectively.

Nice-to-Have:

• Proficiency in Microsoft Excel and PowerPoint.
• Familiarity with SQL and VBA Macros.
• Understanding of financial markets, corporate finance, and fund structures.
• Experience analyzing financial data from general ledgers and financial statements.

Seniority level

Mid-Senior level

Employment type

Full‑time

Job function

Accounting/Auditing and Finance

Industries

Financial Services and Investment Management

Referrals increase your chances of interviewing at Pacific Executive Search by 2x

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance