Investor Reporting Associate, Finance
$45 - $60 per hourLanding Point
Company Overview: A leading global investment firm with over $1 trillion in assets under management is seeking an Associate for their Investor Reporting team within the Credit & Insurance division. This role is part of the Global Fund Finance team, focusing on servicing investors in various investment vehicles. Job Responsibilities: Prepare and review responses to information requests from investors, providing portfolio and financial information as needed. Create and distribute capital call and distribution notices to Limited Partners. Coordinate with deal team, accounting, legal, tax, and marketing to deliver notices to investors. Liaise with fund accounting, investor services, legal, tax, and finance teams for LP performance summaries. Maintain investor request database and track status of inquiries. Assist in disseminating general correspondence with investors and internal requests. Collaborate with team members to handle LP inquiries and participate in process improvement initiatives. Assist with maintenance and postings of investor information. Interface with the global credit and insurance team, accounting group, and other groups for new investor requests. Oversee work performed by offshore team members as needed. Explore opportunities to improve and streamline strategic processes. Support the Global Fund accounting team in operational capacity for all investments. Assist with investor-specific audit requests. Liaise with the external legal team for LP transfer and name changes. Qualifications: Undergraduate degree in finance or accounting preferred. Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint). 2-4 years of experience in Financial Services with a focus on CLO Compliance. Compensation: Pay Rate: $45 - $60/hr, DOE #J-18808-Ljbffr Landing Point
$120k - $150k
...Associate/Senior Associate, Sales Operations (Investor & Fund Reporting) Founded in 1992, Cerberus is a global leader in alternative investing with approximately $71... ...Professionals, Marketing, Investor Relations, and Finance, the team supports capital raising, investor...Suggested$140k - $185k
...A talent network provider is looking for an Investor Reporting Analyst in New York, NY. The position involves preparing detailed reports for investors and collaborating with finance and operations teams. Candidates should have a Bachelor's degree in Finance or a related...Suggested$37k - $91.08k
Loan Support Analyst Sr - Midland - Investor Reporting Join to apply for the Loan Support Analyst Sr - Midland - Investor Reporting role at... ...have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due...SuggestedFull timeTemporary workWork experience placementRemote work$120k - $150k
Cerberus Capital Management seeks an Associate/Senior Associate in Sales Operations to support fundraising and investor reporting. You will prepare materials for prospective investors and collaborate closely with teams to provide analytical support. Candidates should have...Suggested- ...ensure compliance with various regulatory requirements. The role involves working with commercial real estate loans, preparing investor reports, and consulting with clients and business partners. Ideal candidates will have a Bachelor's degree or equivalent experience,...SuggestedRemote jobFull time
- ...simple. Beam living is where careers take off.\" Position: Associate, Investor Reporting Location: New York, NY Job Id: 1609 # of Openings: 1... ...Your skills and experience Bachelor’s degree (preferably in finance, economics, accounting, engineering). 3to 5years of...Temporary workWork at officeFlexible hours
- Lotusmgmt is seeking an Investor Relations Coordinator in New York to manage relationships with current and prospective investors, coordinate reporting and communications, and ensure every interaction reflects the firm’s standards. You will organize investor communications...
$140k - $185k
...This job description represents a sample Investor Reporting Analyst position commonly found... ...responsibilities and qualifications typically associated with early-career roles in investor... ...support the investor relations and finance teams by preparing accurate, timely, and...Full time- JPMorgan Chase & Co. seeks an Investor Relations Associate to craft clear investor communications, support quarterly earnings deliverables and investor presentations, and synthesize market perspectives for internal decision-making. The role requires strong storytelling...
$120k - $175k
...a leading global investment manager looking to add an Associate to a highly strategic finance team in New York. The position combines FP&A, financial... ...initiatives. Prepare financial analysis and reporting for senior stakeholders. Work with large financial and...Full time$125k - $175k
...a financial services firm. They seek a Financial Analysis & Reporting Associate to join their Manhattan, NY office.ResponsibilitiesCreate financial... ...and enhance reporting capabilitiesRequirements2-6 years of finance experienceFinancial services industry requiredAlternatives...Work at office- ...U.S.-listed companies. You will monitor SEC filings, releases, and wires, craft sharp headlines, and deliver timely stories with investor focus during U.S. market hours. You’ll work independently with editors to prioritize top stories, keeping accuracy and speed at the...Part timeFreelanceRemote work
- ...Our client is seeking a Vice President of Investor Relations. In this role, the VP will... ...Oversee and help supervise investor relations associates, providing guidance on workflow, content... ...to inform investor discussions and reporting \n -Assist in the creation and enhancement...
- ...manager firm, is seeking a Director of Investor Services to join their team. Position will... ...: \n \n Lead investor services, reporting, and operational workflows. \n Support... ...Partner cross-functionally with investment, finance, operations, legal, compliance, and...
$90k - $115k
...someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan... ...ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area...Temporary workWork visa1 day per week- ...Responsibilities: Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly Help bring new funds onto distribution platforms, working across...
$85k - $125k
...client, a private markets fund administrator, is hiring an Investor Services Senior Associate for a team dedicated to one private equity fund manager... ...- Partner with treasury, fund accounting, and data and reporting teams so investors get a consistent experience - Spot...Full timeWork at officeRemote work- ...Services, Inc. is seeking a Financial Analyst to join a remote, full-time team in New Jersey. You will support budgeting, forecasting, reporting, and BI initiatives across the organization, delivering accurate insights for leadership. The role emphasizes data validation,...Remote jobFull time
- Linium Resources is seeking a Front Office Reporting Finance Associate to join their prestigious investment bank in New York. In this role, you will analyze monthly financial results and conduct annual budgeting for the Front Office activities. The ideal candidate will...
- ...Services LLC in New York is seeking an analytical Financial Reporting Associate to join the Americas Wholesale Banking team. You will deliver... ...Power BI dashboards from core ledgers, and partner with Finance, Risk, and auditors to ensure data integrity. The role requires...
- ...this evolution, we are building in-house Investor Relations capabilities to support high-... ...maintain financial models, analytical reports, and market intelligence materials to support... ...engagement data. Collaborate with Finance, PR, Marketing, and management to ensure...Full timeWorldwide
- ...Investment Banking, Hedge Funds, Private Equity, Investor Relations & Global Capital Strategy... ...Britannica Capital and Swiss Finance Are you a driven, globally minded student... ...Conduct ongoing research and reporting on investor trends and capital flows...Full timeInternship
- ...Investor Relations Senior Associate, Healthcare Location: New York Metro ICR, a leading full-service communications firm is looking for a highly... ...the lead on all inbound investor inquiries Track and report on our client’s competitor/peer business developments and...Full timeWork at officeShift work
- ...Currently seeking a high-performing Investor Relations professional to support capital raising... ...LPs Respond to investor requests and reporting inquiries Coordinate investor... ...Collaboration Partner with investment, finance, legal, and compliance teams on reporting...Full timeMonday to Thursday
- ...week (TWR). JOB DESCRIPTION: The firm is hiring an Investor Relations Associate. Responsibilities include: -Serve as a resource for... ..., including the creation and distribution of ad hoc reports and other investor focused deliverables -Maintain and optimize...Work at office3 days per week
- ...add to their Client and Capital Formation Associate on their Real Estate team. The Associate will support their investor reporting and capital raising efforts, specifically focusing... ...investor relations-related, or other finance or real estate-related post-undergraduate work...Full timeWork experience placement
- ...continues to expand its platform and investor base, it is seeking an Investor Relations Associate to join its growing team.... ...initiatives. Collaborate with finance, legal, and compliance teams to... ...communications, materials, and reporting adhere to regulatory standards...Full time
- ...Hedge Fund in New York City is seeking an Investor Relations VP for a full-time position! Responsibilities: Lead business development... ...investor presentations, due diligence materials, quarterly reports, and marketing collateral Qualifications: ~ Bachelor's...Full time
- ...seeking an experienced Vice President of Investor Relations to join its established team.... ...Key Responsibilities: Manage investor reporting, due diligence questionnaires (DDQs),... ...Estate Portfolio Management, Real Estate Finance/Accounting, or Investment Banking. Experience...Full time
- ## Investor Operations – Citi Ventures, SVPApply: Hybrid: New York New York United States... ...Ventures and partner functions including Finance, Controllers, Legal, Compliance, Risk,... ...working with data, financial analysis, reporting, and presentation development.* Ability...Full time
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