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Reporting Analyst

  • Compensation: 80,000 - 110,000 yearly Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #18807

Opportunity with a Leading Credit Alternative Investment Manager

The Data and Reporting Team was established with the goal of centralizing reporting functions across the Credit business.

Responsibilities:
Produce a variety of deliverables for management, investors, and regulators, including but not limited to:
* Annual investor presentations
* Monthly and quarterly investor letters
* Annual investor presentations
* Materials for marketing and fundraising efforts
* Senior management business line reporting and analysis
* Investor information request templates
* Historical and projected track records for various funds and products
* Regulatory filings (i.e. Form PF, ADV, and CPO)
* Assist in creating/maintenaning Tableau dashboards, RPA bots, or other strategic technology tools
* Interact with various departments throughout the firm, including Accounting, Client Service/Sales teams, Technology, Valuations, Asset Management, and others

Qualifications
* 1 – 3 years of experience preferred
* Knowledge of investment products and private equity/hedge funds
* Ability to multitask, prioritize, and effectively manage time
* Strong analytical and problem-solving skills
* Ability to think critically to evaluate, modify, and design effective processes
* Experience working with and analyzing fund and portfolio data a plus
 

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