Investment Reporting Specialist — Hybrid 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

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.