Investment Reporting & Analytics Associate

Arrow Search Partners; Miami (FL); On-site; USD 135,000 - 140,000; Full time

Job summary

A global investment firm is seeking a candidate for a mid-senior level role focused on investment reporting and operations. The ideal applicant will have a Bachelor's degree and 3-5 years of relevant experience, preferably at a Big 4 firm. Key responsibilities include preparing investment reports, assisting in marketing material creation, and coordinating due diligence requests. This full-time position offers a salary range of $135,000-$140,000.

Qualifications

• 3-5 years of related experience in investor reporting, investment operations, and/or consulting.
• Experience at a Big 4 firm is a plus.

Responsibilities

• Prepare and analyze detailed investment reports of financial insights to investors.
• Assist with the preparation and review of marketing and fundraising materials.
• Coordinate across various departments to collect and review investor/distributor due diligence requests and assist with investor queries.
• Coordinate the collection and analysis of performance metrics of the funds, underlying companies, and other portfolios.
• Assist in the preparation and review of bespoke fund performance analyses.
• Draft presentations and analyses for senior management.
• Collaborate across various departments to support product development.

Skills

Investor reporting

Investment operations

Consulting

Marketing materials creation

Excel

PowerPoint

Education

Bachelor’s degree

Job description

A global investment firm is seeking a candidate for a mid-senior level role focused on investment reporting and operations. The ideal applicant will have a Bachelor's degree and 3-5 years of relevant experience, preferably at a Big 4 firm. Key responsibilities include preparing investment reports, assisting in marketing material creation, and coordinating due diligence requests. This full-time position offers a salary range of $135,000-$140,000.