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

Apply

Vacancy posted 2 days 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

Hybrid NYC VP, Capital Structure & Financing Advisory
$250k - $275k
...New York, United States (Hybrid) Job Description Lazard... ...financial advisory and asset management firms. Our people and culture... ...structures, in all products, from investment grade debt to stressed... ...accounts Strong quantitative, analytical and communications skills...
Suggested
Local area
Lazard, Inc.
New York, NY
4 days ago
Director (VP) Portfolio Mgmt- Sponsor Finance
$135k - $235k
...on-site, (2) hybrid, or (3) fully... ...indicated by your manager. Your hiring... ...based out of our NYC or Chicago... ...The Director, Portfolio Management is... ...covenant compliance, reporting requirements,... ...teams, investment bankers, and lending... .... Highly analytical and detail-oriented...
Suggested
Full time
Temporary work
Part time
Work at office
Remote work
Relocation package
Flexible hours
Ally
New York, NY
1 day ago
Strategic CFO for $15B+ Family Office - Hybrid NYC
...Resources LLC is assisting a prestigious NYC-based Family Office in recruiting a CFO... ...audits, and capital allocation across investment portfolios. The role requires deep expertise in... ...and banking partners. The position is hybrid with four days in the office in NYC and...
Suggested
Work at office
Green Key Resources
New York, NY
4 days ago
VP, Public Finance & Infrastructure Banking (Hybrid NYC)
$170k - $215k
...looking for an experienced Vice President in Infrastructure and Public Finance Investment Banking for its New York City headquarters. The role involves working in a hybrid model, providing analytical support to senior bankers and actively participating in transactions....
Suggested
Hong Kong Study Skills Research Institute
New York, NY
3 days ago
Strategic Executive Assistant to CFO | Hybrid NYC
...Assistant to support two senior leaders, managing their schedules and priorities during an exciting period of growth. This hybrid NYC role requires 3+ years of direct executive... ...with the CFO and SVP of Strategy and Investments, handle calendar and travel logistics, and...
Suggested
Wwshemi
New York, NY
1 day ago
VP of Finance Investment Management Leader (Hybrid)
...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...
Atlantic Group
New York, NY
23 hours ago
VP - Project Finance Credit Officer & Portfolio Risk Analyst
$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...
Interim role
Work at office
Madison-Davis, LLC
New York, NY
3 days ago
Portfolio Manager - Insurance General Account
$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...
Work at office
Local area
New York Life Insurance Company
New York, NY
2 days ago
Hybrid BI & Data Analytics Manager | NYC Financial Services
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...
InterEx Group
New York, NY
4 days ago
Director, Account Management
$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
Financial Services - Technology Consulting - Product Manager - Manager - NYC
$151.2k - $252.1k
...Consulting - Product Manager - Manager - NYC Location: New York Other... ..., engineers, data and AI specialists, risk... ...development. Improve portfolio management by using product... ...assumptions, align investment to business... ...solutions. Use product analytics software and frameworks...
Work experience placement
Summer holiday
Flexible hours
EY
New York, NY
4 days ago
Hybrid Senior Director, Strategic Finance & Value Creation
$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
3 days ago
Assistant Controller
$155k - $205k
...prestigious $100B+ AI-focused investment management firm. This is an... ...operations across a diversified portfolio of investment vehicles,... ...accurate and timely reporting. Support portfolio management... ...management firm. ~ NYC Location – Hybrid schedule with 4 days per...
Full time
Work at office
Immediate start
Green Key Resources
New York, NY
23 hours ago
Hybrid Forensic Manager: Lead Investigations & Reports
...WithumSmith+Brown, PC is seeking a Forensic Manager to join the Forensic and Valuation Services Group (FVS). The role is hybrid with in-office expectations of three days per week, supporting clients and attorneys through investigation, financial analysis and expert testimony...
Work at office
3 days per week
Withum
New York, NY
3 days ago
Assistant Manager, Financial Reporting
$170k - $195k
## Assistant Manager, Financial ReportingApply: Hybrid: NJ-Warren: Full time: Posted... ...– Financial Reporting to support accounting... ...role requires strong analytical skills, attention... ...collaborate across Finance, Investments, Actuarial,... ...documentation, and data-quality initiatives...
Full time
Temporary work
Work experience placement
Local area
Flexible hours
MSIG USA
New York, NY
3 days ago
VP, Treasury Finance
$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...
Full time
Work at office
Local area
Worldwide
Flexible hours
Vaco by Highspring
New York, NY
1 day ago
Revenue Operations & GTM Systems Manager - NYC
...Operations & GTM Systems Manager - Hybrid - NYC About the... ...automation, intelligence, and data-driven decision-... ...momentum and continued investment, the organization is... ...and advanced revenue analytics systems. As the... ...growth targets. Reporting directly to executive...
Full time
Contract work
Tenth Revolution Group
New York, NY
23 hours ago
Head of Finance Transformation
$250k - $310k
...Transformation Reporting To: Chief Financial... ...and approved investment plans. Serve as... ...Finance technology, data and analytics roadmap in... ...monitoring and management reporting. Establish... ...transformation portfolio, including recommendations... ...be required. Hybrid or in-office...
Work at office
AXIS Re
New York, NY
2 days ago
Financial Services - Technology Consulting - Product Manager - Manager - NYC
$151.2k - $252.1k
...Markets, Wealth and Asset Management, Insurance, and Real... ..., engineers, data and AI specialists, risk... ...product development.Improve portfolio management by using... ...test assumptions, align investment to business objectives... ...solutions.Use product analytics software and frameworks...
Work experience placement
Summer holiday
Immediate start
Flexible hours
EY (Ernst & Young)
New York, NY
4 days ago
Senior Program Manager, Compliance and Reporting
$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... ...09). This is a hybrid position... ...DART Team (Data Analytics and Reporting Team...
Local area
3 days per week
Research Foundation at City College of New York
New York, NY
2 days ago
Product Marketing Director, Financial Services Solutions
...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
Financial Reporting Systems Lead - Executive Director
...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
JPMorganChase
New York, NY
23 hours ago
Area Revenue Director, NYC | Hybrid
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
2 days ago
Budget Manager, Patient Financial Services -Corporate 42nd Street-Full-Time Days-Hybrid
$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
4 days ago
GP Reporting Director - Private Equity, Hybrid NYC
$200k - $250k
...Green Key Resources is partnered with a $100B+ AUM private equity alternative asset manager in NYC seeking a Director of GP Reporting. Hybrid schedule (3 days in-office per week) in a laid-back, team-oriented environment with a strong work-life balance and excellent perks...
Work at office
3 days per week
Green Key Resources
New York, NY
3 days ago
Hybrid Contract Manager - Financial Services (6-Month)
...Group is seeking a Contract Manager for a 6-month contract in the... ...or New York, NY area with a hybrid work model (2-3 days onsite).... ...in contract management within investment, asset management, or financial... ...on MSAs, SLAs, NDAs, and data privacy considerations. You will...
Contract work
The Judge Group, LLC
New York, NY
3 days ago
Japanese Business Services (JBS) - Federal Tax Manager- Global Compliance and Reporting - NYC / open
$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
23 hours ago
Financial Management & Comptroller
...New York, NY Reports To: SVP, Finance & Analytics Position... ...Leadership Position | Hybrid About Our... ...growing real estate investment and property management platform... ...the real estate portfolio and associated investment... ...systems. Improve data integrity,...
Full time
Premier Executive Search
New York, NY
23 hours ago
Head of Operations & Finance | Investor-Backed, Better-For-You CPG | Hybrid
$250k
...For-You CPG | Hybrid Introduction... ...planning and managing capital to... ...processes, and reporting infrastructure... ...narratives, and data room... ...across the product portfolio Negotiate and... ...experience across investment banking,... ...modeling and analytical capabilities,...
Full time
Harmonic Finance Inc ™ | Certified B Corp
New York, NY
4 days ago
Director, Account Management
$230k - $290k
...growth-stage, NYC headquartered FinTech... ..., Account Management, you will own the... ...revenue.Reporting to the Vice President... ...strategy for a portfolio of our... ...reporting.Use data and insights to... ...strategy, prioritize investment, and continuously... ...Lake City are hybrid positions with...
Local area
Relocation package
Flexible hours
2 days per week
3 days per week
FLEX Inc
New York, NY
23 hours 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!