Investor Reporting Associate, Strategy & Analytics

Beam-Living-; New York (NY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Family care benefits

Personalized development programs

401(k) plans and matching

Medical, dental and vision plans

Disability and HSAs

Mental health support via Ginger/Headt

Commuter benefits

Job summary

Beam Living in New York City is looking for an Associate, Investor Reporting to join our Strategy, Planning & Analytics team. You will serve as a key partner for investor relations and financial reporting, delivering accurate, insightful reports to investors, ownership groups, and senior leadership.

The role focuses on producing investor-facing materials, quarterly board reports, and narratives that translate complex data into clear visuals.

Qualifications

• Bachelor’s degree (preferably in finance, economics, accounting, engineering).
• 3 to 5 years of relevant experience.
• Strong understanding of financial / data management.
• Outstanding analytical, problem-solving skills and attention to detail.
• Excellent writing / communication skills; ability to influence and communicate with various stakeholders.
• Ability to produce top quality deliverables, prioritizing under tight deadlines.
• Drive for continuous improvement and ability to change; a desire to grow and take on ever increasing responsibility.
• Strong Excel, modeling skills required; data visualization / programming skills a plus.

Responsibilities

• Produce, maintain, and improve investor-facing reports, board materials, and financial presentations, ensuring accuracy, clarity, and alignment with investor expectations.
• Lead preparation of quarterly board materials and ownership reports; primary contact for investor questions, ensuring timely and accurate responses.
• Translate complex operational and financial data into clear narratives and visuals accessible to both financial and non-financial audiences.
• Collect, clean, and analyze internal and external financial and operational data — including macroeconomic indicators and market comparables — to identify trends, risks, and opportunities.
• Benchmark portfolio performance against external market data and industry comparables to provide context for ownership and investor decision-making.
• Build and maintain complex financial models and forecasts; take ownership of data integrity across reporting tools and systems (e.g.,Excel,PowerBI, MRI, Yardi).
• Proactively identify opportunities to streamline, automate, and improve reporting processes and products to increase efficiency and accuracy.
• Manage the investor reporting calendar, ensuring all deliverables are completed on schedule and meet quality standards ahead of distribution.
• Partner with cross-functional teams including Operations, Accounting, etc. to gather data, validate assumptions, and support reporting and analytical activities.

Skills

Excel

Financial modeling

Data visualization

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree

Tools

PowerBI

MRI

Yardi

Job description

Beam Living in New York City is looking for an Associate, Investor Reporting to join our Strategy, Planning & Analytics team. You will serve as a key partner for investor relations and financial reporting, delivering accurate, insightful reports to investors, ownership groups, and senior leadership.

The role focuses on producing investor-facing materials, quarterly board reports, and narratives that translate complex data into clear visuals.