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Investment Reporting & Data Automation Specialist
Job in
Surprise, Maricopa County, Arizona, 85379, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Reporting -
Accounting
Financial Reporting
Job Description & How to Apply Below
Jobtailor in the United States is seeking a senior portfolio accounting professional to compile monthly and quarterly performance reports, reconcile discrepancies, and self‑audit data for accuracy.
You will leverage SQL, Python, and Excel VBA to automate processes, reconcile investment transactions, and collaborate with researchers, traders, operations, and custodians to ensure precise client reporting.
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