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Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC

Atlantic Group

Mundelein, IL

Job Description

Manager, Portfolio Reporting & Data Analytics - Hybrid - NYC

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A leading investment firm is seeking a Manager-level finance professional to join its team in a newly evolving role combining financial analysis, portfolio reporting, data, and technology-driven process improvement.

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Responsibilities

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  • Manage financial data, portfolio reporting, and analysis
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  • Prepare internal/external reporting and KPI analysis
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  • Improve reporting processes, models, and automated workflows
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  • Support strategic projects across data, technology, and process improvement
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  • Partner with Investment, Investor Relations, Accounting, Technology, and external providers
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Target Experience

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  • 6+ years in credit/alternatives, asset management, financial services, consulting, FP&A, accounting, or reporting
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  • Strong financial analysis, modeling, and Excel skills
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  • Experience with financial data and reporting processes
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  • Credit/Alternatives exposure is required
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  • AI/automation exposure is required
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  • Strong project management and communication skills
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ID: 50509

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Vacancy posted 8 days ago
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