Portfolio Reporting Manager
Robert Half
Job Description
Job Description
We are looking for a Portfolio Reporting Manager to join a financial services organization in Boston, Massachusetts on a Long-term Contract basis. This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The position offers a blend of reporting, valuation support, and process enhancement work, with an expectation of working on site 2-3 days per week.
Responsibilities:• Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
• Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
• Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
• Review and reconcile financial records and transaction-level details to confirm accuracy across reporting outputs.
• Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner.
• Develop presentation materials and reporting packages for leadership teams and investor audiences.
• Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records.
• Support valuation-related workflows and provide documentation for audit and review processes as needed.
• Participate in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements.
Vacancy posted 7 days ago
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