Investment Reporting Associate (Temporary)
$60 - $75 per hourAtlantic Group
Job Overview – Investment Reporting Associate (Temporary) Atlantic Group is hiring an Investment Reporting Associate (Temporary) in New York, NY for our client, supporting investment data and performance reporting, client flow analytics, and financial reporting within an asset management environment. Compensation: $60 – $75/hour. Location: New York, NY. Schedule: Monday to Friday (Hybrid). In this hybrid role, you will produce recurring and ad hoc reporting for senior stakeholders while leveraging advanced Excel, Tableau, and reporting tools to ensure data accuracy, integrity, and consistency across reporting cycles. Responsibilities as the Investment Reporting Associate AUM & Financial Reporting: Produce daily, weekly, and monthly reporting on assets under management, client flows, and revenue metrics. Data Integrity & Reconciliation: Ensure accuracy and consistency of AUM data across systems and reporting cycles. Stakeholder Reporting: Deliver reporting and analytics to senior leadership and cross-functional teams. Process Improvement: Partner with Operations and Technology to enhance data workflows and reporting efficiency. Ad Hoc Analysis & Support: Respond to data requests and assist with audits, regulatory reporting, and special projects. Qualifications for the Investment Reporting Associate Education: Bachelor’s degree in Accounting, Finance, Economics, or related field required. Experience: 5+ years of experience in financial reporting, investment reporting, accounting, or data analytics within asset management or investment advisory environments. Industry Knowledge: Strong understanding of AUM reporting, financial data structures, internal controls, and investment reporting processes. Technical Skills: Advanced Excel required, with experience in Tableau, OneStream, or similar reporting and data visualization platforms preferred. Skills & Attributes: Highly detail-oriented professional with strong analytical skills, excellent communication abilities, and a proactive approach to process improvement in a fast-paced environment. Application Notice Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion. #J-18808-Ljbffr Atlantic Group
$125k - $145k
The Horizon Group is seeking an Investment Reporting Associate in Manhattan, NY, to report directly to the Managing Director of Investment Operations. This role involves collaborating with team members to monitor diverse investments, prepare performance reports, and enhance...Suggested$94.75k - $155.13k
...Investment Accounting & Reporting Associate Director 133399 Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Associate Director to join the Investment Administration and Accounting (IAA)...Temporary workWork at officeLocal areaZurich Insurance Company Ltd
Passaic, NJ2 days ago$75 - $85 per hour
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Overview Job Title: Portfolio Investment Associate Company: Initio Capital Location: Hybrid | New York, NY, United States Employment Type: Full-Time, Part-Time, Contract, Temporary, Internship, Casual Estimated Compensation: $145,000 - $185,000 total annual compensation...Temporary workFull timeContract workPart timeCasual workInternship- Overview Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA) and will...
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...Cerberus Capital Management seeks an Associate/Senior Associate in Sales Operations to support fundraising and investor reporting. You will prepare materials for prospective... ...Exceptional Excel skills and familiarity with investment strategies are essential for this role....Cerberus Capital Management
New York, NY2 days ago- A financial management firm in New York is seeking a Fund Accounting & Financial Reporting professional to oversee the preparation and review of financial statements for private equity funds. The successful candidate will manage investor reporting, lead audit processes,...
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...individual for a multi-disciplinary role focusing on financial oversight and reporting. The successful candidate will review NAV schedules, prepare regulatory reports, and oversee private investment services. With a focus on efficiency, this role requires proactive...$190k - $220k
RTW Investments in New York seeks a motivated Controller to join its finance team. This role involves overseeing accounting, financial reporting, and operational infrastructure across the firm. The Controller will manage audits, review reconciliations, and lead regulatory...- ...health solutions business as a leader within their financial reporting and valuation team. Within this role you will be responsible for... ...please don't hesitate to reach out on ****@*****.*** or (***) ***-****. #J-18808-Ljbffr Oliver James Associates Ltd.
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Merican
New York, NY1 day ago $37k - $91.08k
Loan Support Analyst Sr - Midland - Investor Reporting Join to apply for the Loan Support Analyst Sr - Midland - Investor Reporting role... ...have responsibility for fulfilling key fiduciary obligations associated with the Banks Agent role; validating construction due...Temporary workFull timeWork experience placementRemote work$125k - $155k
...the full assessment of CRE credits associated with Multifamily Residential Mortgages... ...Conduct reviews of third-party reports including appraisals completed by third... ...time off options, and savings and investment plans. Seasonal/temporary employees are not eligible for...Temporary workFull timePart timeSeasonal workWork at officeImmediate startFlexible hoursBanco Popular Puerto Rico
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...Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New... ...responsibilities and qualifications typically associated with early-career fund management and investment roles . Actual openings vary... ...Prepare investment memoranda, reports, and presentation materials for...Temporary workFull timeContract workPart timeCasual workInternshipRemote workTEEMA Solutions Group
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...-time, Part-time, Contract, Temporary, Internship, Casual Remote... ...represents a sample Investment Director position commonly... ...and qualifications typically associated with senior investment leadership... ...Prepare investment memoranda, reports, and presentations for...Temporary workFull timeContract workPart timeCasual workInternshipRemote workTEEMA Solutions Group
New York, NY4 days ago$140k - $185k
...company in New York is looking for a Capital Formation Analyst to support investment teams in capital-raising initiatives. This role involves assisting with financial analysis, investor reporting, and collaborating with legal and operations teams to ensure compliance. The...Full time- About The Role We at PEI Group are looking for a reporter to join our welcoming and diverse team. The successful candidate will cover... ...from other publications which similarly cover private equity investing. The reporter will write predominantly for Secondaries Investor...Work at officeFlexible hoursShift work
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Investor Reporting and Analysis Lead - AXA XL Alternative Capital Stamford, CT, USA or London, UK Join our dynamic Alternative Capital... ...and operational efficiency. Oversight over collateral investment managers to ensure compliance with investment guidelines and as...Flexible hours- ...audit, preferably from a Big 4 accounting firm. The key responsibilities include assisting with fund financial reviews, investor reporting, and overseeing the fund administrator. Applicants should have a Bachelor’s Degree in accounting, finance, or business and a strong...Work at office
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