Investor Reporting Analyst
$140k - $185kTEEMA 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
$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- ...consulting firm in New York is seeking a Private Equity Operations Analyst responsible for managing day-to-day fund operations including... ...opportunity to support investment teams in ensuring smooth fund operations and accurate reporting. #J-18808-Ljbffr TEEMA Solutions GroupSuggested
- Ares Management Corporation in New York is seeking an Analyst for the Global Client Solutions team. The role supports onboarding, investor data management, and data room coordination across client services and operations. You will help implement new workflows and collaborate...Suggested
$230k - $250k
...might be the opportunity you’ve been waiting for.About Our Private Investor Business: YipitData has an opportunity to revolutionize the... ...scales, hiring, mentoring, and managing a high-caliber team of data analysts. We are looking for a leader who is energized by both ends of...SuggestedWork at officeRemote workVisa sponsorshipFlexible hours$180k - $230k
...technology projects while providing operational support for the Investor Partners Group (“IPG”), which has primary responsibility for... ...will perform sophisticated data analysis and develop automated reports for business stakeholders and leadership.Responsibilities include...SuggestedFull timeWork at office$175k - $200k
...sectors including transportation, digital infrastructure, power and utilities, and other essential real assets.Title: Vice President - Investor, Real Assets & Infrastructure Location: New York, NY Salary: $175,000 to $200,000What People Are Saying “A collaborative culture...$100k - $120k
Position InformationHiring Manager:Senior Director, Investor MarketingDepartment:MarketingDepartment OverviewThe Marketing Department... ...including quarterly webcasts and webinars Tracking, analyzing and reporting on effectiveness of marketing programs to help measure success...Full time$170k - $300k
...New York, New York, United StatesSalary: $170,000.00 - $300,000.00Category: Customer Service, Executive, ServicesCompany: CitiAbout Investor ServicesCiti's Investor Services provides a comprehensive suite of services across over 100 markets globally, supporting...Full timeWork at officeLocal area$176k - $300k
...strategic counsel to senior executives on investor engagement, messaging, and market... ...opportunitiesCultivate relationships with investors, analysts, and bankers to enhance visibility and... ...a recruitment scam, we encourage you to report the incident to your local law...Work experience placementLocal area$100k - $150k
...place to build a fulfilling career.Join us as a Senior Recruiter, Investor ServicesAs a Senior Recruiter, Investor Services, you will... ...System, to ensure we are taking advantage of efficiencies and reporting opportunitiesSupport the execution and implementation of workforce...Full timeLocal areaFlexible hours$88k - $154k
The Investor Relations Specialist works closely with the SVP, Investor Relations and Nasdaq business leaders, including Executive Leadership... ...strong organizational and industry expertise. Monitor analyst publications, conference transcripts and earnings materials of...Full timeTemporary workWork experience placementHome officeFlexible hours$135.79k - $178.23k
...Hi, we're Oscar. We're hiring a Manager, Investor Relations to join our Investor Relations.... ...of the health insurance business.You will report into the Associate Director, Investor... ...peer and industry developments, compare analyst models to internal expectations, and synthesize...Full timeWork experience placementWork at officeFlexible hours$121.8k - $172.6k
...provide best-in-class, thought-leading investor relations counsel to biotechnology and healthcare... ...relationships with investors, analysts, and bankers to enhance visibility and credibilityCan... ...a recruitment scam, we encourage you to report the incident to your local law...Work experience placementLocal areaShift work$125k - $155k
...through philanthropic initiatives are essential to our culture.Investor Relations is a part of Oaktree’s investment teams with... ...materialsIdentify required information and coordinate across investment team, reporting teams, Global Client Group and other stakeholders to collate...Full timeFor contractorsWork at officeLocal areaWorldwideFlexible hours- ...approximately $41 billion in assets under management on behalf of investors across separate accounts, commingled funds, and focused... ...technology team to streamline/automate/verify client data and reporting (standard/customized/ad hoc)Reviewing first drafts of materials...
$162.7k - $220.2k
...80% of unicorns, choose to launch on AWS. As a Senior Startup Investor Manager within AWS, you will work with venture capital firms and... ...analytical tools and ability to dive deep into metrics and reporting- Experience at startups or venture capital/angel firms- Experience...WorldwideFlexible hours$165k
...– Private CapitalReports directly to Head of Private Capital Investor RelationsWorks closely with: Fund Management, Acquisitions, Portfolio... ...existing institutional investors through high‑quality reporting and communication.This role is designed for a high‑performing...Full time$130k - $211.5k
...member for the role of Director, Operational Risk Coverage (Fund & Investor Solutions) to join our Operational Risk team. This role is... ...prevent recurrence.Prepare concise executive-level presentations and reports for governance and regulatory engagements.To be successful in...Temporary workWork experience placementLocal areaWorldwideFlexible hours$180k - $225k
...the Alternative Credit (“Alt Credit”) Product Management and Investor Relations Team in the New York office.The Vice President will... ...and ensure all client deliverables including routine and ad hoc reporting and other requests are met.Selling & Diligence: serve as a key...Full timeTemporary workWork experience placementWork at officeFlexible hours$330k - $410k
...enterprise AI platform and expanding globally. As our first dedicated Investor Relations hire, you will build the foundation for structured... ...drivers to stakeholders.Set the foundation for quarterly reporting, including workstream management, financial and valuation...Full timeWork at officeLocal areaRemote workHome office$145k - $180k
...join as a Senior Associate on the Infrastructure Opportunities Investor Relations team in the New York office. The Senior Associate... ...functions to obtain and synthesize information from the deal teams, reporting, and accounting teams in order to prepare communication...Full timeTemporary workWork experience placementWork at officeFlexible hours- ...life sciences is seeking a Director, Corporate Communications & Investor Relations to support innovative public and private companies... ...executives, and help organizations effectively engage with investors, analysts, media, and other key stakeholders.The successful candidate...
$180k - $225k
...be a key member of the Private Equity Product Management and Investor Relations team, helping shape and execute the product management... ...the team’s operating model by improving processes, refining reporting and diligence templates, and identifying effective ways to leverage...Full timeTemporary workWork experience placementFlexible hours- ...THE ROLE Reporting to the Head of Investor Relations, the Director of Investor Relations will play a leadership role in the strategic direction and execution of ARCHIMED's global capital formation and LP engagement efforts. This is a senior, high-visibility position...Summer work
$60k - $140k
...Company, and Wendy's. The agency is recognized by the Forrester Wave Reports, as a Leader among Marketing Creative and Content Service... ...you’ll do: We are seeking a detail-oriented marketing reporting analyst to join our Marketing Analytics team. This person will serve as...Work at office$176k - $246k
...strategic counsel to senior executives on investor engagement, messaging, and market... ...time charges and utilization of direct reports Business Development & Market Positioning... ...Cultivate relationships with investors, analysts, and bankers to enhance visibility and credibility...Full timeWork experience placement$130k - $180k
...Partners (CP) is embarking on a multi-year reporting & data transformative journey to... ...; the Addepar Product Owner & Reporting Analyst will be the lead and subject matter expert... ...partnership approach to client management. Across Investor Services and Capital Partners, we work...Full timeTemporary workWork at officeLocal area3 days per week$70k - $100k
...opportunities to experiment and innovate. Overview The Investor Relations team services Capstone's primarily institutional... ...The team is responsible for maintaining marketing materials and reporting items, coordinating calls and meetings with clients, and catering...Minimum wageWork at office- ...Preqin data. Since inception, ARCHIMED has been a committed impact investor, both directly and through its EURÊKA Foundation. THE TEAM... ...(Biotronik, Cerba, pharmacy and veterinary). THE ROLE Reporting to the Head of Investor Relations and working in close...Odd job
- ...the Atlantic. At the heart of everything we do is a commitment to Champion Others – founders, entrepreneurs, management teams, our investors, and our colleagues. We are a single, cohesive team that invests across a number of strategies, allowing us to be flexible,...Contract workInternshipFlexible hours
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