Investor Reporting Associate, Strategy & Analytics

Beam Living; New York (NY); Hybrid; USD 120,000 - 130,000; Full time

Benefits offered by this job

Parental leave

Adoption assistance

Fertility reimbursement

401(k) with company matching

Life and AD&D benefits

Medical/dental/vision plans

Mental health support

Job summary

Beam Living is seeking an Associate, Investor Reporting in New York to join our Strategy, Planning & Analytics team. You will deliver accurate investor reports, board materials, and compelling financial presentations, partnering with leadership to inform ownership decisions and strategic planning.

The role emphasizes translating complex financial data into clear narratives for both financial and non-financial audiences, building robust models, and driving process improvements in a hybrid NYC

Qualifications

• Bachelor’s degree in finance, economics, accounting, or engineering.
• 3–5 years of relevant experience.
• Strong understanding of financial/data management.
• Excellent analytical and communication skills.
• Strong Excel and modeling skills; data visualization a plus.

Responsibilities

• Produce investor-facing reports, board materials, and presentations with clarity and accuracy.
• Lead quarterly board materials and ownership reports; serve as a primary contact for investors.
• Translate complex data into clear narratives for financial and non-financial audiences.
• Collect and analyze internal and external data to identify trends, risks, and opportunities.
• Benchmark portfolio performance against market data for ownership decisions.
• Build and maintain financial models; ensure data integrity across tools (Excel, PowerBI, MRI, Yardi).
• Identify opportunities to streamline and automate reporting processes.
• Manage the investor reporting calendar to meet deadlines and quality standards.
• Partner with Operations, Accounting, etc. to gather data and validate assumptions.

Skills

Strong Excel & modeling

Data visualization

Excellent writing & communication

Analytical/problem-solving

Stakeholder management

Education

Bachelor’s degree in finance, economics, accounting, or engineering

Tools

MRI

Yardi

Job description

Job Title: Associate, Investor Reporting

FLSA Status: Exempt, Salaried

Location: New York, NY

Worksite Status: Hybrid / Onsite

Make New Yorkers Feel at Home.

Beam living supports and manages communities across New York City—except here, we’re not just in the business of rent rolls and repairs. We’re in the business of creating places people call home. That takes a team of people who care harder, think sharper, and refuse to settle for what has always been. Being a team member at Beam means staying curious, being a good neighbor, leading with heart, and consistently raising the bar.

If you want work that matters, teammates who show up, and impact you can see and feel, you belong at Beam!

What The Role Looks Like

We are seeking an Associate, Investor Reporting to join our Strategy, Planning & Analytics function. This role is based in our New York City office and reports directly to the Vice President of Strategy, Planning & Analytics.

This role serves as a key strategic partner in investor relations and financial reporting, responsible for delivering accurate, insightful, and impactful reporting to investors, ownership groups, and senior leadership.

What You Will Do

• Produce, maintain, and continuously 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; serve as a primary point of contact for investor and ownership questions, ensuring timely and accurate responses.
• Translate complex operational and financial data into clear, concise narratives and visuals that are accessible to both financial and non-financial audiences.
• Collect, clean, and analyze a broad range of 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.
  
  
  

Who You Are

• Someone who believes in being a good neighbor by fostering collaboration, respect, and shared accountability
• Curious and solutions-oriented, always looking for better ways to solve problems and improve how we work
• A strong communicator who can bring people together, navigate complexity, and build alignment across teams
• Results-driven and accountable, with a track record of delivering meaningful outcomes and following through on commitments
• Adaptable and resilient, comfortable making decisions and driving progress in a fast-moving environment
• Someone who leads with heart, takes ownership, and never walks past a problem that needs solving
• Organized, energized, and motivated by the opportunity to make a lasting impact on people, teams, and communities
  
  
  

Your Skills And Experience

• 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.
  
  
  

What we offer:

Base Salary: $120,000 - $130,000

Exact compensation may vary based on skills, experience & location.

A full slate of benefits:

• Family care benefits like parental leave, adoption assistance and fertility reimbursement.
• Personalized development programs with our dedicated L&D team.
• 401(k) plans and matching (with no vesting period), life and AD&D benefits, ID theft coverage, financial planning and legal advice, will creation, and tax prep assistance.
• A range of medical, dental and vision plans (of course)
• Short/long term disability, flexible/health savings accounts and commuter benefits.
• Mental and emotional support services like ginger and Headspace, which provide access to guided workouts, meditations, music and more.
  
  
  

Be you, so we can be us together

At Beam Living, we believe our differences make us stronger. We want you to be you, because diverse perspectives, experiences, and backgrounds help us build better teams, stronger communities, and a workplace where everyone feels they belong.

To further our commitment to fostering an environment that welcomes and embraces diversity, all employment decisions at Beam Living are based on individual qualifications, business needs and job requirements without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, pregnancy, genetic information, marital status, amnesty, or status as a covered veteran or any other status protected by law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.