Investment Reporting Analyst — Detail-Driven & Impactful

RocketFin Inc; New York (NY); On-site; USD 75,000 - 95,000; Full time

Job summary

A financial services company in New York is seeking an Investment Reporting Analyst to join the Investment Reporting team. The ideal candidate should have at least 3 years of experience in financial reporting, proficiency in MS Office, and familiarity with business intelligence software. Key responsibilities include providing investment reporting, communicating asset allocation, and ensuring data integrity. This role requires strong analytical skills and attention to detail, with the ability to manage multiple priorities efficiently.

Qualifications

• Minimum of 3 years of experience reporting financial data.
• Proficiency in MS Office Suite (Excel, PowerPoint, and Word).
• Experience using business intelligence software such as MicroStrategy and/or Alteryx.

Responsibilities

• Provide timely, recurring investment portfolio reporting and analysis.
• Understand and communicate the portfolio’s asset allocation.
• Ensure efficient and accurate reporting by implementing data quality controls.
• Partner with the Investment Data Integrity team to address data issues.
• Maintain high standards of data integrity and transparency across reports.

Skills

Analytical skills

Communication skills

Attention to detail

Collaborative

Time management

Education

Bachelor’s degree in finance, mathematics, economics, accounting or related field

Tools

MS Office Suite (Excel, PowerPoint, Word)

MicroStrategy

Alteryx

Job description

A financial services company in New York is seeking an Investment Reporting Analyst to join the Investment Reporting team. The ideal candidate should have at least 3 years of experience in financial reporting, proficiency in MS Office, and familiarity with business intelligence software. Key responsibilities include providing investment reporting, communicating asset allocation, and ensuring data integrity. This role requires strong analytical skills and attention to detail, with the ability to manage multiple priorities efficiently.