Investor Reporting Associate

Selby Jennings; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Selby Jennings is seeking a detail-oriented Investor Reporting & Operations professional in Houston to support quarterly investor reporting, portfolio company reporting, and investor communications. The role sits at the intersection of investor relations and finance, requiring strong data handling, accounting mindset, and ability to produce LP reports, DDQs, and RFPs.

You will collaborate with CFO and IR teams, improving controls and reporting processes.

Qualifications

• Strong analytical, accounting, and organizational skills.
• Exposure to private equity or alternative investments is a plus.
• Proficiency in Excel and financial reporting tools is required.

Responsibilities

• Prepare quarterly and annual LP reporting materials.
• Support portfolio company reporting and data aggregation across the investment platform.
• Coordinate investor reporting deliverables, ensuring accuracy and timeliness.
• Maintain investor-related data and performance metrics in reporting databases.
• Collaborate with CFO and Investor Relations on recurring reporting initiatives.
• Assist with investor requests, ad hoc analyses, and due diligence inquiries.
• Contribute to DDQs and RFPs, and investor communications.
• Help improve reporting processes and internal controls.

Skills

Analytical mindset

Attention to detail

Data handling

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Financial reporting tools

Job description

We are currently partnered with a leading alternative investment manager who is looking to bring on an Investor Reporting & Operations individual to support the firm's investor relations and finance functions. This individual will play a key role in quarterly investor reporting, portfolio company reporting, and ongoing investor communications. The position is ideal for a detail-oriented professional who enjoys working with data, investor deliverables, and complex reporting processes, and wants to build a long-term career at the intersection of investor relations, finance, and operations.

The ideal candidate will have a strong analytical and accounting-oriented mindset, enjoy preparing LP reports, DDQs, RFPs, and investor reporting packages, and be interested in building a long-term career focused on investor reporting, operations, and investor support rather than fundraising or business development. They will thrive in a collaborative environment, enjoy partnering across finance and investor relations teams, and demonstrate the intellectual curiosity, accountability, and judgment necessary to take ownership of key reporting processes.

Key Responsibilities

• Assist in the preparation and distribution of quarterly and annual LP reporting materials.
• Support portfolio company reporting and data aggregation across the firm's investment platform.
• Coordinate investor reporting deliverables, ensuring accuracy, consistency, and timely execution.
• Maintain and organize investor-related data, performance metrics, and reporting databases.
• Partner closely with the CFO, Investor Relations team, and other internal stakeholders on recurring reporting initiatives.
• Assist with investor requests, ad hoc analyses, and due diligence inquiries.
• Contribute to the preparation of DDQs, RFPs, consultant questionnaires, pitchbooks, and investor communications.
• Help improve reporting processes, internal controls, and operational efficiencies across the investor reporting function.

Qualifications

• 2-5 years of professional experience.
• Bachelor's degree in Accounting, Finance, or a related field.
• Exposure to private equity, private credit, alternative investments, asset management, investment management, or real estate is highly preferred but not required.
• Strong analytical, accounting, and organizational skills.
• Exceptional attention to detail and sound professional judgment.
• Proficiency in Excel and financial reporting tools.
• Strong written communication skills and ability to prepare client- and investor-facing materials.