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Investment Reporting Analyst

Job in Washington, District of Columbia, 20022, USA
Listing for: WALTON ENTERPRISES & WALTON FAMILY FOUNDATION
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 134000 - 168000 USD Yearly USD 134000.00 168000.00 YEAR
Job Description & How to Apply Below
Position: Investment Performance Reporting Analyst
A family-led organization in Washington, DC is seeking an Associate, Reporting Platforms to manage and report on investment performance metrics. Key responsibilities include preparing client reports, addressing client inquiries, and collaborating on data quality. Ideal candidates should possess a bachelor's in a quantitative field and have 2-5 years of relevant experience along with advanced Excel proficiency.

This role offers a salary range of $134,000 - $168,000 and a comprehensive benefits package.
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