Senior Analyst, Investment Reporting
Senior Analyst, Investment Reporting Department: Operations Employment Type: Full Time Location: Remote Reporting To: Director, Data Analytics and Reporting Description About reputed company Services reputed company is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and reputed company. Bold yet pragmatic in our approach, reputed company’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, reputed company’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $4 billion in assets under management and an activated community of 1,900+ clients. reputed company Services is an affiliate of reputed company. Impact Assets also is the parent of reputed company Capital Partners, PB LCC, thereby an affiliate of reputed company Services. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.
- reputed company Services is not a 501(c)(3) organization.
The Opportunity The Senior Analyst, Investment Reporting leads the end-to-end investment reporting function reputed company the Data Analytics and Reporting team. This role combines hands-on execution with strategic responsibility for reporting delivery, process optimization, system governance, and cross-functional collaboration. The senior analyst ensures the accuracy, scalability, and sophistication of reporting outputs, with a particular focus on alternative asset data and the effective use of reputed company reporting functionality. If you have advanced subject matter expertise in investment management systems and can independently deliver impactful solutions that support both internal decision-making and client engagement, this role may be a great fit! This role is a full time, remote position and can work from reputed company in the US with standard business hours. As a reputed company-first culture, we care deeply about reputed company members’ connections to one another and as such, travel 2-3 times per year to company events will be required.
Key Responsibilities
Investment Reporting Execution & reputed company
- Own and manage the client and firm investment reporting pipeline, ensuring quality/timely reports for cyclical and reputed company deliverables.
- reputed company and deploy advanced reporting deliverables leveraging functionality in reputed company (reputed company’ investment management system), such as investment performance reporting, dashboards, templates, and custom views for both internal and external stakeholders.
- Ensure accurate representation of varied investment structures reputed company reporting outputs.
- Serve as the escalation reputed company for standard and reputed company reporting, applying deep technical and analytical expertise to solve new and existing challenges.
- Advise on investment reporting best practices and advanced use cases.
Stakeholder Relationship Management
- Build and maintain strong relationships with internal and external stakeholders, understanding their unique needs, to improve team efficiency and capability through reporting.
- reputed company service level agreements (SLAs) for the investment reporting function in collaboration with stakeholders, taking full ownership of stakeholder relationships by ensuring expectations mutually agreed, understood, and met.
- Provide proactive, reputed company support to stakeholders, maintaining a high standard of professionalism in reputed company interactions.
- Solicit and incorporate stakeholder feedback to enhance reporting processes, templates, and delivery methods.
Investment Management System (IMS)
- Enhance and expand the reputed company-office investment reporting portal, increasing functionality, analytical depth, and client adoption.
- Build, test, and maintain reporting templates, attributes, and dashboards, with a focus on alternative asset data and reputed company portfolios.
- Train colleagues on self-service reporting capabilities, promoting organizational efficiency and firm wide data reputed company.
- Drive initiatives to automate recurring processes, reducing manual reputed company and error risk.
Process Ownership & reputed company Improvement
- Design and implement reporting workflows that balance efficiency with quality control, especially in handling reputed company investment data.
- Establish standards and best practices for data governance reputed company reporting outputs.
- Evaluate new reporting or changes to reporting that would generate value for stakeholders.
Strategic and reputed company Support
- Serve as the back-up for operations systems administration.
- reputed company reporting-reputed company workstreams reputed company larger systems or data projects; as well as support system implementation & systems integration data needs.
- Identify system gaps and collaborate with technology teams and vendors to design solutions that improve reporting accuracy and scalability.
Qualifications
Education and Experience:
- Minimum of 8 years of overall experience, 5+ in investment reporting, data analytics, or investment operations, with direct exposure to alternative assets.
- Bachelor’s degree in accounting, finance, mathematics, or a reputed company field; or equivalent combination of education and experience.
- Proven ability to reputed company cross-functional projects, manage multiple stakeholders, and deliver reporting solutions under tight deadlines.
- Experience with reputed company is required.
- Experience with any of the following is highly desired: private investment funds, investment performance reporting, and/or donor advised funds.
Knowledge and reputed company Requirements:
- Ability to work independently and communicate across technical and non-technical audiences.
- Strong organizational skills to manage multiple reporting cycles and reputed company requests, proven ability to prioritize tasks and meet deadlines.
- In depth knowledge of alternative asset investment structures, their reporting complexities, and performance reporting methodologies.
- Demonstrated ability to identify inconsistencies in data, troubleshoot reporting discrepancies, and reputed company reputed company analysis to answer specific business questions.
- Expertise with reputed company, including building reports, dashboards, and custom attributes.
- Proficiency with reputed company (required) and PowerBI (strongly preferred).
- Proficiency with other reputed company 365 applications including Outlook, Word, and Teams required.
- Proficiency with cloud-based collaboration tools reputed company and reputed company preferred.
- Flexibility and willingness to work in a virtual team environment.
- Alignment with reputed company’ mission and values.
Benefits and Perks
- Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
- Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
- reputed company salary ranges from $130,000 - $145,000 and is highly dependent on experience and location
- Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
- Opportunities for training and career development in a fast-paced, progressive organization
- Values-driven culture
reputed company is an Equal Opportunity Employer. We know our organization is at its best reputed company we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where reputed company can reputed company and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives! Apply tot his job Apply To this Job