More jobs:
Associate, Investment Reporting
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-22
Listing for:
Bruin
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting -
Accounting
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
We’re partnering with a growing asset manager in NYC on an Investment Reporting Associate hire. This role sits close to the investment team and focuses on performance reporting and portfolio analytics across a range of credit strategies.
Responsibilities- Prepare and deliver regular performance and portfolio reports.
- Analyze investment data to support monitoring and decision making.
- Partner with investment, operations, and accounting teams on data and reporting needs.
- Maintain and improve reporting processes and data accuracy.
- Support ad hoc analysis and requests from senior stakeholders.
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 3+ years of experience in investment reporting, performance reporting, or portfolio analytics.
- Experience with in asset management, credit, or related environment.
- Strong Excel skills and comfort working with large datasets.
- Detail oriented with strong analytical skills.
Position Requirements
10+ Years
work experience
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