Investment Reporting & Analytics Associate

The Horizon Group

New York (NY)

Hybrid

USD 125,000 - 145,000

Full time

14 days+

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Job summary

The Horizon Group is seeking an Investment Reporting Associate in Manhattan, NY, to report directly to the Managing Director of Investment Operations. This role involves collaborating with team members to monitor diverse investments, prepare performance reports, and enhance reporting processes. The ideal candidate will have at least 4 years of experience, strong quantitative and analytical skills, and proficient Excel capabilities. The anticipated salary range for this position is $125K-$145K, plus a discretionary bonus.

Qualifications

  • 4+ years of relevant experience, preferably with complex fixed income assets.
  • Advanced Excel skills; programming experience a plus.
  • Experience developing reporting templates and processes.

Responsibilities

  • Perform analysis and prepare performance reports for investors and management.
  • Extract and analyze financial and performance data from various sources.
  • Monitor data quality and support process automation.

Skills

Quantitative skills
Attention to detail
Analytical skills
Communication skills
Excel skills

Job description

The Horizon Group is seeking an Investment Reporting Associate in Manhattan, NY, to report directly to the Managing Director of Investment Operations. This role involves collaborating with team members to monitor diverse investments, prepare performance reports, and enhance reporting processes. The ideal candidate will have at least 4 years of experience, strong quantitative and analytical skills, and proficient Excel capabilities. The anticipated salary range for this position is $125K-$145K, plus a discretionary bonus.
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