Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Atlantic Group

Manager, Portfolio Reporting & Data Analytics - Hybrid - NYC

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.

Responsibilities

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

Target Experience

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

ID: 50509

Vacancy posted 59 minutes ago
Similar jobs that could be interesting for youBased on the Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC in New York, NY vacancy
  • $140k - $195k

    Location Designation: Hybrid - 4 days per week...  ...Office of the Chief Investment Officer The Office of...  ...Officer (OCIO) leads portfolio strategy and capital...  ...York Life Investment Management and affiliated investment...  ...leaders responsible for data and analytics, derivatives and... 
    Suggested
    Work at office
    Local area

    New York Life Insurance Company

    New York, NY
    2 days ago
  • Western Alliance Bancorporation seeks a Vice President, Portfolio Manager - Lender Finance to analyze, underwrite, and coordinate the closing...  ...Committee for approval, enabling timely funding and sound investment decisions. #J-18808-Ljbffr Western Alliance Bancorporation
    Suggested

    Western Alliance Bancorporation

    New York, NY
    1 day ago
  • Talantir in New York, NY seeks a Business Intelligence and Data Analytics Manager for the Financial Services sector. The role oversees a data...  ...data-driven insights using SQL, Power BI, and Tableau in a hybrid NYC setting. You will lead data governance initiatives, manage... 
    Suggested

    Talantir

    New York, NY
    4 days ago
  •  ...President of Finance to lead accounting operations, consolidate financial reporting, and drive planning and analysis in a hybrid environment. The role requires a seasoned leader with deep investment-management finance experience. The successful candidate will bring 7+ years in... 
    Suggested

    Atlantic Group

    New York, NY
    2 days ago
  • $150k - $200k

     ...Finance Credit Officer & Portfolio Risk Analyst Office Status: Hybrid – New York, NY Base...  ...Renewables, Power, LNG, Data Centers, Digital Infrastructure...  ...with active portfolio management and first-line risk...  ...and prepare management reports covering portfolio performance... 
    Suggested
    Interim role
    Work at office

    Madison-Davis, LLC

    New York, NY
    59 minutes ago
  • $234k - $280k

     ...consulting rooted in data, technology,...  ..., data analytics, and business...  ...locations and is a hybrid role with the...  ...equity, investment banking, FP&A,...  ...of all future reporting Work with the...  ...monthly Board and management reporting packages...  ...and their portfolio companies, particularly... 
    Full time
    H1b
    Work at office
    Local area
    Remote work
    2 days per week

    Accordion

    New York, NY
    2 days ago
  • $125k - $165k

    Director, Account Management Requisition ID: 50289 Business...  ...leading provider of insights, data and analytics. It informs investment strategies, strengthens...  ...group. Our diverse portfolio of powerful brands and products...  ...Why Choose Fitch: Hybrid Work Environment: 2 to 3... 
    Temporary work
    Work at office
    Immediate start
    2 days per week
    3 days per week

    Fitch Group

    New York, NY
    3 days ago
  • $300k

     ...Finance (Global Asset Manager)- $300K TC (some...  ...,000 - 225,000 - Hybrid (4 days onsite,...  ...global alternative investment management firm serving...  ..., accounting, and reporting frameworks for...  ...investment portfolios, derivative hedging...  ...and build scalable data solutions. Financial... 
    Work at office
    Local area
    Worldwide
    Flexible hours

    Vaco by Highspring

    New York, NY
    59 minutes ago
  •  ...Palo Alto, CA or NYC (hybrid preferred); US remote...  ...AI platform for investment and professional...  ...them grow, manage risk, and run profitably...  ...solutions portfolio, serving private...  ...relationships, and data advantages. This...  ...Director-level role reporting to the VP of Solutions... 
    Full time
    Local area
    Remote work
    Flexible hours
    Shift work

    Intapp

    New York, NY
    3 days ago
  • $260k - $320k

     ...eligible for our hybrid work model: Two days...  ...Transformation & Data Analytics to build and lead...  ...business. Reporting directly to the B...  ...executive dashboards, management reporting,...  ...Support the annual investment planning process...  ...Connecticut and the NYC-metro area is $26... 
    Work at office
    Local area

    Priceline.com LLC

    New York, NY
    3 days ago
  •  ...Palo Alto, CA or NYC (hybrid preferred); US remote...  ...AI platform for investment and professional...  ...them grow, manage risk, and run profitably...  ...solutions portfolio, serving private...  ...relationships, and data advantages. This...  ...Director-level role reporting to the VP of Solutions... 
    Local area
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Intapp

    New York, NY
    4 days ago
  •  ...Accounting, and Analytics, Resource...  ...Reports to:  Vice President...  ...operations, and data governance....  ...consultants and managed service...  .... Manage portfolio reporting, moves...  ...on a Hybrid/In-Person work...  ...United Way of NYC Core Competencies...  ...for broad investment and impact.... 
    Work at office
    Local area
    Worldwide

    United Way of New York City

    New York, NY
    7 days ago
  •  ...The Commercial & Investment Bank Central Planning & Analytics team is seeking a high-impact Financial Reporting Systems Lead with deep technical capability...  ...foundation to modernize management reporting and insights....  ...emphasis on automation, data engineering, advanced... 
    Visa sponsorship

    JPMorgan Chase & Co.

    New York, NY
    59 minutes ago
  • $160k - $250k

     ...alternative asset manager. Blackstone seeks...  ...in which the firm invests. Blackstone’s over...  ...of investors and portfolio companies.BXTI is...  ...requirements, including data models, logic...  ..., preferably in a hybrid or highly technical...  ...technical directionStrong analytical, problem-solving,... 
    Full time
    Local area

    Blackstone Group

    New York, NY
    3 days ago
  • $105k - $160k

    DescriptionBudget Manager, Patient Financial Services...  ...planning, financial reporting, forecasting, and operational...  ...costs, technology investments, productivity metrics,...  ...and operational data to support financial planning...  ....7. Develop workforce analytics that support strategic... 
    Full time
    Contract work
    Traineeship
    Local area

    Mount Sinai Health System

    New York, NY
    3 days ago
  • HHM Hotels is seeking an experienced Area Director of Revenue Management to lead revenue strategy for a cluster of hotels in the NYC market. This hybrid role develops and executes room pricing, distribution and inventory strategies across multiple properties, coordinating... 

    HHM Hotels

    New York, NY
    1 day ago
  • NineDot Energy is seeking a Manager, Project Finance in Brooklyn, NY (Hybrid) to lead project finance activities supporting...  ...diligence, and coordinate with investment banks, developers, and legal...  ...NineDot's growing clean energy portfolio. The role requires 5+ years in project... 

    NineDot Energy

    New York, NY
    4 days ago
  • $90k - $100k

     ...qualified energy management professionals...  ...across the City’s portfolio; and implements...  ...compliance and reporting program. The...  ...compliance under NYC Local Law 84/20...  ...portfolio data in DEM’s Salesforce...  ...9). This is a hybrid position...  ...DART Team (Data Analytics and Reporting Team... 
    Local area
    3 days per week

    Research Foundation of The City University of New York

    New York, NY
    2 days ago
  •  ...seeks an organized Senior Program Manager, Compliance and Reporting to lead the DEM compliance and...  .... You will manage benchmarking, data collection, and reporting for LL...  ...laws. The role sits in DEM's Data Analytics and Reporting Team, hybrid on-site at 1 Centre St, NY, with... 
    Local area

    Research Foundation of The City University of New York

    New York, NY
    1 day ago
  • $103.6k - $189.9k

     ...Function: Global Compl & Reporting (GCR)Employer: EY...  ...business acumen.As a JBS Manager in Tax Compliance, you...  ...leadership, analytical, and communication skillsAbility...  ...models.Proficiency in data analysis and...  ...working in a balanced hybrid environment.Ideally, you... 
    Summer holiday
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    5 days ago
  •  ...Global Finance Management organization....  ...the financial reporting and controlling...  ...for a portfolio of North American...  ...time Performing analytical reviews of reported...  ...office with a hybrid work setup (...  ...personal data such as photo,...  ...closely with investment and asset managers... 
    Full time
    Contract work
    Work at office
    Local area
    Immediate start
    Flexible hours
    2 days per week

    SimCorp

    New York, NY
    1 day ago
  •  ...seeking an Experienced Manager to join our State and Local...  ...transacting parties on reporting the transaction and tax...  ...-through entities and investment vehicles Experience...  ...technical knowledge of NYS and NYC tax regimes Ability to...  ...a fulfilling way.   A hybrid between a general tax... 
    Full time
    Local area

    EisnerAmper

    New York, NY
    5 days ago
  • $210k

     ...For-You CPG | Hybrid Introduction...  ...planning and managing capital to overseeing...  ..., and reporting infrastructure...  ...narratives, and data room...  ...across the product portfolio Negotiate and...  ...experience across investment banking,...  ...modeling and analytical capabilities,... 

    Harmonic Finance Inc ™ | Certified B Corp

    New York, NY
    59 minutes ago
  • $128.4k - $235.3k

     ...Wealth and Asset Management and Insurance. Our...  ...support cutting-edge investment management...  ...trading, compliance, portfolio management, and post...  ...environment readiness, data migration,...  ...ensuring top-notch reporting and management.To...  ...and leader-enabled hybrid model. Our expectation... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    1 day ago
  • $230k - $290k

     ...Director, Account Management New York, NY...  ...growth-stage, NYC headquartered...  ...company revenue. Reporting to the Vice...  ...strategy for a portfolio of mid-market...  ...reporting. Use data and insights to...  ..., prioritize investment, and continuously...  ...Lake City are hybrid positions with... 
    Full time
    Local area
    Relocation package
    Flexible hours
    2 days per week
    3 days per week

    FLEX Inc

    New York, NY
    5 days ago
  • New York Life is seeking an Insurance Portfolio Manager in New York, NY. TheHybrid-4-days-per-week role focuses on leading investment strategy, asset allocation, and ALM for the General Account portfolio, partnering with GAPM and stakeholders to align with pricing and growth... 

    New-York-Life

    New York, NY
    1 day ago
  • $100k - $160k

     ...at Work: We know a lot about investing and are certain there’s no better...  ...of Morgan Stanley Wealth Management, provides workplace financial...  ...service offerings. Financial Reporting Solutions - Senior Consulting...  ...interpret client's reporting and data requirements to determine how... 
    Temporary work

    Morgan Stanley

    New York, NY
    1 day ago
  • $206.25k - $302.5k

     ...Sr. Director, Insurance Portfolio Risk and Analytics Come join one of America...  ...Us NLG Capital, the investment management company of NLG, manages...  ...Performance Monitoring & Reporting Present asset class...  ...related to confidentiality, data privacy, security,... 
    Hourly pay
    For contractors

    National Life Insurance Company Limited

    New York, NY
    59 minutes ago
  • $90k - $115k

     ...AccountantRemote/Hybrid (Chicago, Austin, NYC)What this job...  ...our Property Management team, you'll...  ...real estate portfolio. This...  ...complex financial reporting and analysis....  ...who transforms data into...  ...perspectiveExcellent analytical skills with proven...  ...estate and investment management... 
    Full time
    Local area
    Remote work

    Jones Lang LaSalle

    New York, NY
    3 days ago
  •  ...TreasurerApply: Hybrid Working: New...  ...delivering insights, manages risk, and...  ...operations. Reporting to the Chief Financial...  ..., debt and investments, foreign...  ...in our HQ in NYC. Be part of a...  ...management, debt portfolio strategy, refinancing...  ...systems, analytics, automation,... 
    Full time
    Temporary work

    International Flavors & Fragrances Inc.

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC. Be the first to apply!