Hybrid Financial Reporting & Analytics 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

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).