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TEEMA Solutions Group
New York,NY

Description

Location: New York, NYEmployment Type: Full-TimeEstimated Compensation:$140,000 – $185,000 total annual compensation (varies by employer)About This PostingThis job description represents a sample Investor Reporting Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor reporting, performance analytics, and private capital operations.Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and reporting scope (fund-level, portfolio-level, or investor-level reporting).For more information on the Career Launch AI Talent Network, OverviewInvestor Reporting Analysts support the investor relations and finance teams by preparing accurate, timely, and detailed reports for investors. The role blends financial analysis, data management, and reporting in a private capital or alternative investment environment.These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals.Key ResponsibilitiesPrepare and distribute investor reports, including quarterly and annual fund performance reportsMaintain dashboards and reporting templates for portfolio and fund metricsCollect, reconcile, and validate data from portfolio companies and internal systemsAssist in preparing investor presentations and ad-hoc reporting requestsSupport monitoring of capital calls, distributions, and investment performanceCollaborate with finance and operations teams to ensure reporting accuracy and complianceRespond to investor inquiries regarding reporting, metrics, and fund performanceAssist with audit preparation and regulatory reporting requirementsContinuously improve reporting processes and tools for efficiency and accuracyPreferred QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related fieldStrong interest in investor reporting, private capital, and alternative investmentsExperience with financial reporting, data reconciliation, and Excel-based modelingHigh attention to detail and accuracy in data analysisProficiency in Excel; familiarity with SQL, Power BI, or other reporting/data visualization tools is a plusExcellent written and verbal communication skillsAbility to manage multiple deadlines and ad-hoc reporting requestsTeam-oriented, proactive, and process-focused mindset#J-18808-Ljbffr

Turn Job Alerts On
TEEMA Solutions Group Logo
TEEMA Solutions Group
New York,NY

Description

Location: New York, NYEmployment Type: Full-TimeEstimated Compensation:$140,000 – $185,000 total annual compensation (varies by employer)About This PostingThis job description represents a sample Investor Reporting Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor reporting, performance analytics, and private capital operations.Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and reporting scope (fund-level, portfolio-level, or investor-level reporting).For more information on the Career Launch AI Talent Network, OverviewInvestor Reporting Analysts support the investor relations and finance teams by preparing accurate, timely, and detailed reports for investors. The role blends financial analysis, data management, and reporting in a private capital or alternative investment environment.These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals.Key ResponsibilitiesPrepare and distribute investor reports, including quarterly and annual fund performance reportsMaintain dashboards and reporting templates for portfolio and fund metricsCollect, reconcile, and validate data from portfolio companies and internal systemsAssist in preparing investor presentations and ad-hoc reporting requestsSupport monitoring of capital calls, distributions, and investment performanceCollaborate with finance and operations teams to ensure reporting accuracy and complianceRespond to investor inquiries regarding reporting, metrics, and fund performanceAssist with audit preparation and regulatory reporting requirementsContinuously improve reporting processes and tools for efficiency and accuracyPreferred QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related fieldStrong interest in investor reporting, private capital, and alternative investmentsExperience with financial reporting, data reconciliation, and Excel-based modelingHigh attention to detail and accuracy in data analysisProficiency in Excel; familiarity with SQL, Power BI, or other reporting/data visualization tools is a plusExcellent written and verbal communication skillsAbility to manage multiple deadlines and ad-hoc reporting requestsTeam-oriented, proactive, and process-focused mindset#J-18808-Ljbffr


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