Investor Reporting Analyst: Private Capital & Dashboards

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A talent network provider is looking for an Investor Reporting Analyst in New York, NY. The position involves preparing detailed reports for investors and collaborating with finance and operations teams. Candidates should have a Bachelor's degree in Finance or a related field, strong proficiency in Excel, and a solid understanding of financial reporting processes. This role offers an annual compensation of approximately $140,000 to $185,000, depending on the employer. A proactive, team-oriented mindset is essential.

Qualifications

• Bachelor’s degree in a relevant field.
• Strong interest in investor reporting and private capital.
• Excellent data analysis accuracy.

Responsibilities

• Prepare and distribute investor reports, including performance metrics.
• Maintain dashboards and reporting templates.
• Collaborate to ensure reporting accuracy.

Skills

Financial reporting

Data reconciliation

Excel proficiency

Communication skills

Team-oriented

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

Tools

Excel

Power BI

SQL

Job description

A talent network provider is looking for an Investor Reporting Analyst in New York, NY. The position involves preparing detailed reports for investors and collaborating with finance and operations teams. Candidates should have a Bachelor's degree in Finance or a related field, strong proficiency in Excel, and a solid understanding of financial reporting processes. This role offers an annual compensation of approximately $140,000 to $185,000, depending on the employer. A proactive, team-oriented mindset is essential.