Senior Analyst Performance Reporting

Unity Search Group; San Antonio (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Unity Search Group is seeking an Analyst or Senior Analyst for its Investment Performance Reporting team in San Antonio. The role blends investment analytics, fund reporting and process improvement to deliver insights for senior leaders.

You will work with IRR, time-weighted returns, benchmarking and attribution concepts, leveraging advanced Excel to analyze large datasets and support capital markets knowledge in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics or related field.
• Experience in performance reporting, investment operations or analytics.
• Strong Excel and data analysis skills.

Responsibilities

• Analyze investment performance and reporting for funds.
• Support process improvements and automation initiatives.
• Collaborate with senior leaders across the investment platform.

Skills

IRR concepts

Time-weighted returns

Benchmarking

Attribution

Advanced Excel

Data analysis

Large datasets

Education

Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Data Analytics, Information Systems or related field

Job description

Analyst or Senior Analyst, Investment Performance Reporting San Antonio | Fully on site

Want to turn investment data into insights that help senior leaders make decisions? We have partnered with an established real estate investment management firm seeking an Analyst or Senior Analyst for its Performance Reporting team. This opportunity combines investment analytics, fund reporting and process improvement, with exposure to senior leadership and teams across the investment platform.

Attributes:

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Data Analytics, Information Systems or a related field.
• 1 to 3 years of experience in performance reporting, investment operations, analytics, fund accounting or a related quantitative field.
• Understanding of IRR, time weighted returns, benchmarking and attribution concepts.
• Advanced Excel skills and experience analyzing and reconciling large datasets.
• Knowledge of capital markets and institutional investing.
• Interest in process improvement, automation and the responsible use of emerging technologies.

Title will be determined by experience and qualifications.

This is a fully on-site opportunity in San Antonio.