Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC

Atlantic Group; New York (NY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Atlantic Group, a leading investment firm in New York, seeks a Manager-level finance professional to blend financial analysis, portfolio reporting, data, and tech-driven process improvement. This role emphasizes data reliability and efficiency across reporting to support strategic decisions.

The ideal candidate brings 6+ years in credit/alternatives or related fields, strong modeling and Excel skills, and experience with automation. A collaborative, cross-functional partner is essential.

Qualifications

• 6+ years in credit/alternatives, asset management, financial services, consulting, FP&A, accounting, or reporting.
• Strong financial analysis, modeling, and Excel skills.
• Experience with financial data and reporting processes.
• Credit/Alternatives exposure is required.
• AI/automation exposure is required.
• Strong project management and communication skills.

Responsibilities

• Manage financial data, portfolio reporting, and analysis
• Prepare internal/external reporting and KPI analysis
• Improve reporting processes, models, and automated workflows
• Support strategic projects across data, technology, and process improvement
• Partner with Investment, Investor Relations, Accounting, Technology, and external providers

Skills

Financial analysis

Excel skills

Modeling

Credit/Alternatives exposure

AI/automation exposure

Project management

Communication skills

Portfolio reporting

Job description

A leading investment firm is seeking a Manager-level finance professional to join its team in a newly evolving role combining financial analysis, portfolio reporting, data, and technology-driven process improvement.

Responsibilities

• Manage financial data, portfolio reporting, and analysis
• Prepare internal/external reporting and KPI analysis
• Improve reporting processes, models, and automated workflows
• Support strategic projects across data, technology, and process improvement
• Partner with Investment, Investor Relations, Accounting, Technology, and external providers

Target Experience

• 6+ years in credit/alternatives, asset management, financial services, consulting, FP&A, accounting, or reporting
• Strong financial analysis, modeling, and Excel skills
• Experience with financial data and reporting processes
• Credit/Alternatives exposure is required
• AI/automation exposure is required
• Strong project management and communication skills