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

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Vacancy posted 4 days ago

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