Investor Reporting & Communications Specialist

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

Job summary

A financial services company is looking for an Investor Reporting Specialist in New York. This role involves producing high-quality reports for investors by merging financial analysis, data management, and communication skills. Responsibilities include preparing investor reports, coordinating with fund teams, and ensuring reporting accuracy. Preferred qualifications include a Bachelor's degree in a related field and strong proficiency in Excel. This is a full-time position with a competitive salary range of $140,000 – $185,000.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field is required.
• Strong attention to detail and data accuracy is essential.
• Proficiency in Excel and PowerPoint; familiarity with SQL, Python, or reporting tools is a plus.

Responsibilities

• Prepare and distribute investor reports including performance summaries.
• Coordinate with fund administrators and accounting teams for data validation.
• Support quarterly, annual, and ad-hoc investor communications.

Skills

Financial analysis

Data management

Communication skills

Attention to detail

Excel proficiency

PowerPoint proficiency

Education

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

Tools

SQL

Python

Job description

A financial services company is looking for an Investor Reporting Specialist in New York. This role involves producing high-quality reports for investors by merging financial analysis, data management, and communication skills. Responsibilities include preparing investor reports, coordinating with fund teams, and ensuring reporting accuracy. Preferred qualifications include a Bachelor's degree in a related field and strong proficiency in Excel. This is a full-time position with a competitive salary range of $140,000 – $185,000.