Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
Posted 3 days ago
SENIORITY
Senior
About the role
- 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 requiredAI/automation exposure is required
- Strong project management and communication skillsID: 50509
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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