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Job summary
A leading investment management firm is seeking a Senior Manager for Asset Management Reporting. In this high-level role, you'll oversee portfolio-wide reporting and analytics for a multi-billion dollar investment portfolio. The position demands strong analytical skills and extensive experience in producing board-level reports. Ideal candidates will have a proven track record in asset management and a structured, process-oriented mindset. It offers opportunities to engage with senior leadership while ensuring high-quality and accurate reporting standards.
Qualifications
7‑12+ years of experience in asset management, portfolio reporting, or performance analytics.
Experience producing board-level reporting and performance materials.
Ability to manage complex data sets effectively.
Responsibilities
Oversee portfolio-wide asset management reporting and board materials.
Ensure accuracy of portfolio data across reporting outputs.
Provide performance analysis and trend insights for leadership.
Skills
Analytical skills
Attention to detail
Proficiency in Excel
Dashboards creation
Reporting standards compliance
Ability to engage with senior stakeholders
Tools
Reporting systems
Business Intelligence tools
Job description
A leading investment management firm is seeking a Senior Manager for Asset Management Reporting. In this high-level role, you'll oversee portfolio-wide reporting and analytics for a multi-billion dollar investment portfolio. The position demands strong analytical skills and extensive experience in producing board-level reports. Ideal candidates will have a proven track record in asset management and a structured, process-oriented mindset. It offers opportunities to engage with senior leadership while ensuring high-quality and accurate reporting standards.