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Investor Reporting Analyst

$140k - $185k

TEEMA Solutions Group

Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investor Reporting Analyst position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investor reporting, performance analytics, and private capital operations. Actual openings may vary based on employer type (e.g., private equity firms, venture capital firms, hedge funds, asset managers, family offices) and reporting scope (fund-level, portfolio-level, or investor-level reporting). For more information on the Career Launch AI Talent Network, Position Overview Investor Reporting Analysts support the investor relations and finance teams by preparing accurate, timely, and detailed reports for investors. The role blends financial analysis, data management, and reporting in a private capital or alternative investment environment. These roles often involve close collaboration with portfolio managers, fund accountants, operations teams, and investor relations professionals. Key Responsibilities Prepare and distribute investor reports, including quarterly and annual fund performance reports Maintain dashboards and reporting templates for portfolio and fund metrics Collect, reconcile, and validate data from portfolio companies and internal systems Assist in preparing investor presentations and ad-hoc reporting requests Support monitoring of capital calls, distributions, and investment performance Collaborate with finance and operations teams to ensure reporting accuracy and compliance Respond to investor inquiries regarding reporting, metrics, and fund performance Assist with audit preparation and regulatory reporting requirements Continuously improve reporting processes and tools for efficiency and accuracy Preferred Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field Strong interest in investor reporting, private capital, and alternative investments Experience with financial reporting, data reconciliation, and Excel-based modeling High attention to detail and accuracy in data analysis Proficiency in Excel; familiarity with SQL, Power BI, or other reporting/data visualization tools is a plus Excellent written and verbal communication skills Ability to manage multiple deadlines and ad-hoc reporting requests Team-oriented, proactive, and process-focused mindset #J-18808-Ljbffr TEEMA Solutions Group

Vacancy posted 2 days ago
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