The Investment Reporting Specialist plays a critical role in supporting and enhancing the investment reporting function, responsible for delivering accurate and timely investment data and analytics to internal and external stakeholders
Job Summary
The Investment Reporting Specialist plays a critical role in supporting and enhancing the investment reporting function, responsible for delivering accurate and timely investment data and analytics to internal and external stakeholders.
Support the preparation and delivery of standard and customized investment reports, including portfolio and benchmark compositions, characteristics, and attribution analyses.
Employees are required to be in the office on a scheduled frequency, and adherence to this schedule is essential to fulfilling the expectations of the role.
Matching Summary
The Investment Reporting Specialist plays a critical role in supporting and enhancing the investment reporting function, responsible for delivering accurate and timely investment data and analytics to internal and external stakeholders.
Skills & Requirements
Must-have
Accurate and timely investment data
Advanced analytical reviews
Enterprise systems like FactSet
Technical performance concepts
Compliance with data security protocols
Process improvement projects
Nice-to-have
Curiosity and adaptability
Deep client relationships
Collaborative team environment
Key Requirements
Bachelor's degree in Business, Finance, Mathematics, Statistics, MIS, Economics, or Accounting
Proficiency with Excel
Technically adept with automated systems
Authorized to work in the U.S. without visa sponsorship
Work Rights
Authorized to work in the U.S. without visa sponsorship