Investment Reporting Analyst – Automation & Data

Hirtle, Callaghan & Co.; Conshohocken (Montgomery County); On-site; USD 60,000 - 70,000; Full time

Job summary

A leading investment advisory firm located in Conshohocken seeks a Reporting Analyst to join their team. This entry-level, full-time position requires a Bachelor's degree and offers the opportunity to engineer client reports, automate processes, and collaborate with Portfolio Managers. Ideal candidates will possess strong Excel and PowerPoint skills, exceptional attention to detail, and a desire for professional growth. The firm values diversity and is committed to equal opportunity employment.

Qualifications

• Bachelor’s degree required.
• Outstanding work ethic.
• Desire for continued learning and professional development.

Responsibilities

• Engineering monthly and quarterly reports for client portfolios.
• Building processes to automate customized reports.
• Performing client account related data validation.

Skills

Advanced Excel

PowerPoint skills

Exceptional attention to detail

Organizational skills

Education

Bachelor’s degree or equivalent

Tools

Salesforce

BlackDiamond

FactSet

Job description

A leading investment advisory firm located in Conshohocken seeks a Reporting Analyst to join their team. This entry-level, full-time position requires a Bachelor's degree and offers the opportunity to engineer client reports, automate processes, and collaborate with Portfolio Managers. Ideal candidates will possess strong Excel and PowerPoint skills, exceptional attention to detail, and a desire for professional growth. The firm values diversity and is committed to equal opportunity employment.