Portfolio Reporting Analyst - Investment Analytics

Century Group; Los Angeles (CA); On-site; USD 41,000 - 44,000; Full time

Job summary

Century Group in Los Angeles is seeking a Portfolio Reporting Analyst to join their finance team. You will prepare monthly and quarterly investment reports, and support the portfolio manager with data-driven analyses to inform client decisions.

The role requires a Bachelor’s degree in Accounting or Finance and 1+ year in the investment industry, with strong Excel, Word and Outlook skills. You will interact daily with clients and the strategy team, producing timely, accurate reporting in a

Qualifications

• Bachelor’s degree in Accounting or Finance.
• 1+ year of investment industry experience.
• Strong analytical and problem-solving abilities.
• Excellent verbal and written communication skills.
• Ability to interact effectively with clients and team members.

Responsibilities

• Prepare monthly and quarterly investment reports.
• Create ad hoc reports and conduct scenario analysis.
• Interact daily with clients and the strategy team.
• Support the portfolio manager in various tasks.
• Ensure accurate and timely reporting of investment data.

Skills

Analytical skills

Attention to detail

Communication skills

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Excel

Word

Outlook

Job description

Century Group in Los Angeles is seeking a Portfolio Reporting Analyst to join their finance team. You will prepare monthly and quarterly investment reports, and support the portfolio manager with data-driven analyses to inform client decisions.

The role requires a Bachelor’s degree in Accounting or Finance and 1+ year in the investment industry, with strong Excel, Word and Outlook skills. You will interact daily with clients and the strategy team, producing timely, accurate reporting in a