Investment Reporting Associate (Temporary)

Atlantic Group; New York (NY); Hybrid; USD 82,656 - 103,320; Part time

Job summary

A recruitment agency is seeking an experienced Investment Reporting Associate (Temporary) in New York, NY. The role focuses on producing various reporting for investment data, financial performance, and client flow analytics within a hybrid environment. Candidates should have at least 5 years of relevant experience, including a Bachelor’s degree in related fields. Strong skills in advanced Excel and familiarity with Tableau are required. Competitive compensation of $60 – $75/hour offered.

Qualifications

• 5+ years of experience in financial reporting, investment reporting, accounting, or data analytics.
• Strong understanding of AUM reporting and internal controls.
• Proactive approach to process improvement in fast-paced environments.

Responsibilities

• Produce daily, weekly, and monthly reporting on AUM and client flows.
• Ensure accuracy and consistency of AUM data across reporting cycles.
• Deliver analytics to senior leadership and cross-functional teams.
• Partner with Operations and Technology to enhance data workflows.
• Assist with audits and regulatory reporting.

Skills

Advanced Excel

Data analytics

Analytical skills

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Tableau

OneStream

Job description

Job Overview – Investment Reporting Associate (Temporary)

Atlantic Group is hiring an Investment Reporting Associate (Temporary) in New York, NY for our client, supporting investment data and performance reporting, client flow analytics, and financial reporting within an asset management environment. Compensation: $60 – $75/hour. Location: New York, NY. Schedule: Monday to Friday (Hybrid). In this hybrid role, you will produce recurring and ad hoc reporting for senior stakeholders while leveraging advanced Excel, Tableau, and reporting tools to ensure data accuracy, integrity, and consistency across reporting cycles.

Responsibilities as the Investment Reporting Associate

• AUM & Financial Reporting: Produce daily, weekly, and monthly reporting on assets under management, client flows, and revenue metrics.
• Data Integrity & Reconciliation: Ensure accuracy and consistency of AUM data across systems and reporting cycles.
• Stakeholder Reporting: Deliver reporting and analytics to senior leadership and cross-functional teams.
• Process Improvement: Partner with Operations and Technology to enhance data workflows and reporting efficiency.
• Ad Hoc Analysis & Support: Respond to data requests and assist with audits, regulatory reporting, and special projects.

Qualifications for the Investment Reporting Associate

• Education: Bachelor’s degree in Accounting, Finance, Economics, or related field required.
• Experience: 5+ years of experience in financial reporting, investment reporting, accounting, or data analytics within asset management or investment advisory environments.
• Industry Knowledge: Strong understanding of AUM reporting, financial data structures, internal controls, and investment reporting processes.
• Technical Skills: Advanced Excel required, with experience in Tableau, OneStream, or similar reporting and data visualization platforms preferred.
• Skills & Attributes: Highly detail-oriented professional with strong analytical skills, excellent communication abilities, and a proactive approach to process improvement in a fast-paced environment.

Application Notice

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.