Investment Reporting Analyst

Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong writing skills and extensive experience with Microsoft Excel (VLOOKUP, Formulas, Linking, Macros) and PowerPoint. This is a wonderful contract opportunity that offers a hybrid schedule, and we are looking to fill the position as quickly as possible.

Responsibilities:

• Compiling reports and documents from several different sources, including commentary from the managers, which is proofread and analyzed for accuracy between the various sources.
• Consulting with portfolio managers, portfolio assistants, and accountants to identify the required financial data to determine the most effective report format and to develop and maintain the Client Reports and analytical data associated with those reports.
• Utilizing Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing.

Requirements:

• Must have minimum three (3) years of relevant experience.
• Bachelor’s Degree in Economics, Finance or Business Management, or equivalent relevant experience.
• Intermediate/Advanced Excel skills strongly desired (VLOOKUP/Formulas/linking/macros).
• Intermediate PowerPoint skills strongly desired.
• Proven ability to proofread and to utilize proper grammar.