Investor Reporting Analyst

Berkadia Services India Private Limited; Ambler (AK); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading commercial loan servicer is seeking an Investor Reporting Analyst to prepare financial reports and ensure compliance with standards. The role involves data analysis, collaboration with teams, and maintaining investor relationships. Join a company committed to your professional growth.

Benefits

Monthly paid volunteer hours

Employee Resource Groups

Fertility and family planning services

Fully paid parental leave

Mental health care

Tuition reimbursement

Pet insurance discounts

Qualifications

• 1-3 years of experience in a similar position.

Responsibilities

• Prepare accurate financial reports for investors.
• Collect, analyze, and adjust financial data.
• Address and resolve accounting discrepancies.

Skills

Proficiency in financial software

Advanced Excel skills

Excellent communication skills

Strong analytical skills

Problem-solving skills

Education

Bachelor's degree or equivalent

Job description

2 days ago Be among the first 25 applicants

Back to jobs

New

Investor Reporting Analyst

Ambler, Pennsylvania, United States

Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?

Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.

The Investor Reporting Analyst is responsible for preparing and distributing accurate financial reports to investors. This role involves collecting, analyzing, and summarizing financial data, ensuring compliance with reporting standards and investor agreements. The analyst also collaborates with internal teams to resolve discrepancies and provides insights to improve reporting processes. Additionally, this position requires maintaining strong relationships with investors by addressing inquiries and providing timely and transparent information.

We are committed to growing your career, so in this role you will:

• Prepare accurate and timely financial reports for investors, ensuring compliance with agreements and regulatory standards.
• Collect, analyze, and adjust financial data and remittance reports based on industry guidelines and investor requirements, including preparing corresponding wire transfers.
• Review and reconcile various custodial bank accounts to ensure all outstanding items are cleared promptly.
• Address and resolve accounting discrepancies due to system errors and suggest corrections to improve system accuracy and prevent future issues.
• Maintain and update reporting systems and databases to enhance data accuracy and efficiency.
• Document and maintain policies and procedures (P&P) specific to their assigned investors.
• Respond to inquiries from both internal and external parties, providing clear and detailed information as needed.
• Monitor and report on financial performance trends to assist investors in decision-making and identify process improvements.
• Coordinate with finance, accounting, and other departments to gather necessary data for comprehensive reporting.
• Participate in regular audits to verify the accuracy of financial reports and ensure data integrity.
• Cross-train with other Analysts to ensure coverage and continuity of operations during absences.
• Other duties as assigned.
  
  

We are passionate about your growth, so to achieve success in this role you should have:

• Proficiency in financial software and advanced Excel skills, including the ability to manipulate and analyze large data sets.
• Excellent communication skills, both verbal and written, with the ability to effectively communicate financial information to non-financial stakeholders.
• Strong analytical and problem-solving skills, with a keen attention to detail and the ability to work under tight deadlines.
• Bachelor's degree or equivalent.
• 1-3 years of experience in a similar position.
  
  

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We'll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!
  
  

Be Your Best Self. Be Berkadia.

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessarysteps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities.If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.

Create a Job Alert

Interested in building your career at Berkadia? Get future opportunities sent straight to your email.

Create alert

Apply for this job

indicates a required field

First Name*

Last Name*

Email*

Phone*

Location (City)*

Resume/CV*

Attach

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Do you have a preferred name or nick name?

Street Address *

Apartment # or Unit

City*

State

Select...

Zipcode*

Desired Salary Range

Select...

Are you at least 18 years of age?*

Select...

Have you, in the past, been employed by Berkadia or any other Berkadia entity? *

Select...

Have you signed any agreement with any prior or existing employer which includes any restrictions on your ability to compete and non-solicit; to contact customers, clients or employees; or to use and/or disclose business, client or customer information? if you answered "Yes," please provide "Berkadia" with a copy of the agreement so that "Berkadia" can consider whether and to what extent the agreement may preclude and/or restrict your employment with us, if an offer is extended.*

Select...

Will you now, or in the future, require sponsorship to work in the United States?*

Select...

Are you a current Berkadia employee? *

Select...

If you were referred to this position by a current Berkadia employee please type their name below.

How did you hear about this job? *

Select...

Voluntary Self-ID Questions

Completion of this form is voluntary and if you don’t wish to answer any question, please check the “I don't wish to answer” response after any such question. Please note that your responses to these questions will not affect your opportunity for employment or any of the terms or conditions of your employment. We are asking these questions for informational and reporting purposes only. This form will be kept separate from all other application records, and while we may include your responses, together with responses from others, in an aggregated and/or anonymized format, your specific responses will only be accessed by those working for the Human Resources Department at Berkadia. Moreover, none of the information, as disclosed below, will be used for any purpose throughout the application, interview or hiring processes.

How do you describe yourself?*

Select...

How would you describe your racial/ethnic background?*

Select...

Are you a veteran or active member of the United States Armed Forces?*

Select...

Do you have a disability – a physical or mental impairment or medical condition that substantially limits a major life activity? A disability includes if you have, have a record of, or are regarded as having a substantial, unlike minor, impairment.*

Select...

By checking this box, I consent to Berkadia collecting, storing, and processing my responses to the demographic data surveys above.*

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

Referrals increase your chances of interviewing at Berkadia Services India Private Limited by 2x

Get notified about new Reporting Analyst jobs in Ambler, PA.

West Chester, PA $100,000 - $110,000 2 weeks ago

Trenton, NJ $102,890.67 - $139,637.34 1 month ago

Philadelphia, PA $149,760 - $216,320 1 month ago

Philadelphia, PA $102,890.67 - $139,637.34 1 month ago

Business Analyst with P&C Insurance - Hybrid at Jersey City, NJ or Bala Cynwyd, PA

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.