VP, Portfolio Analytics & Reporting (Hybrid NYC)

Confidential Company; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Confidential Company in New York, NY is seeking a Vice President for Portfolio Analytics & Reporting to deliver portfolio performance reporting and analytics for internal investment teams and external investors. You’ll collaborate with Portfolio Managers, Investor Relations, and Operations to ensure accurate data and timely client deliverables.

Responsibilities include monitoring performance, preparing monthly and quarterly investor reports, and supporting due diligence requests.

Qualifications

• Bachelor's degree required in Finance, Accounting, Economics, or related field.

Responsibilities

• Monitor, analyze, and report portfolio performance at investment, portfolio, and fund levels.

Skills

Analytical skills

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Python

SQL

Job description

Confidential Company in New York, NY is seeking a Vice President for Portfolio Analytics & Reporting to deliver portfolio performance reporting and analytics for internal investment teams and external investors. You’ll collaborate with Portfolio Managers, Investor Relations, and Operations to ensure accurate data and timely client deliverables.

Responsibilities include monitoring performance, preparing monthly and quarterly investor reports, and supporting due diligence requests.