Investment Data Analyst — Hybrid NYC, Automate Reporting

Phyton Talent Advisors; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

A prominent family office in New York seeks an Investment Analyst to assist with investments and financial reporting. The role involves developing processes for report automation, managing data infrastructure, and collaborating with investment and finance teams for timely reporting. The ideal candidate has a degree in business or finance and 3-5 years of experience in asset management or banking. This is a hybrid position, requiring 3 days per week in Midtown Manhattan. The salary range is $90k–$110k based on experience.

Qualifications

• Three to five years of professional experience in asset management, banking or comparable work environment.

Responsibilities

• Coordinate with investment and finance teams to develop reporting including balance sheet, cash flow, and investment related information.
• Responsible for developing processes and procedures to automate the production of recurring reports.
• Utilize investment reporting platform to create reports for upcoming meetings and internal analysis.
• Responsible for managing data infrastructure.
• Ensure that reports are produced in a timely and accurate manner.
• Oversee operational tasks by collaborating with legal, finance, accounting and tax teams.

Skills

Microsoft Excel

Microsoft Powerpoint

Understanding of basic accounting

Education

Bachelor’s degree in business or finance

Job description

A prominent family office in New York seeks an Investment Analyst to assist with investments and financial reporting. The role involves developing processes for report automation, managing data infrastructure, and collaborating with investment and finance teams for timely reporting. The ideal candidate has a degree in business or finance and 3-5 years of experience in asset management or banking. This is a hybrid position, requiring 3 days per week in Midtown Manhattan. The salary range is $90k–$110k based on experience.