A private equity consulting firm is seeking an Investment Reporting Analyst to prepare investment reports and analyze portfolio performance in New York. The ideal candidate will hold a Bachelor's degree in Finance or a related field, possess strong Excel skills, and have a keen analytical mindset. This role offers exposure to private equity metrics and provides a foundation for careers in fund analytics. The position is hybrid and offers a competitive compensation of $140,000 to $185,000.
Qualifications
Competence in financial analysis and performance metrics is critical.
Assist with valuation processes and data preparation for audits.
Manage recurring reporting cycles and deadlines efficiently.
Responsibilities
Prepare recurring investment and portfolio performance reports.
Track and analyze fund metrics including IRR and cash flows.
Assist with the preparation of investor reports and summaries.
Skills
Strong Excel skills
Detail-oriented
Clear communication
Analytical rigor
Education
Bachelor’s degree in Finance, Accounting, Economics, Mathematics
Job description
A private equity consulting firm is seeking an Investment Reporting Analyst to prepare investment reports and analyze portfolio performance in New York. The ideal candidate will hold a Bachelor's degree in Finance or a related field, possess strong Excel skills, and have a keen analytical mindset. This role offers exposure to private equity metrics and provides a foundation for careers in fund analytics. The position is hybrid and offers a competitive compensation of $140,000 to $185,000.