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VirtualVocations

Senior Investment Reporting Analyst

VirtualVocations, Raleigh, North Carolina, United States, 27601

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A company is looking for a Senior Analyst, Investment Reporting.

Key Responsibilities Manage the investment reporting pipeline, ensuring quality and timely reports

Develop advanced reporting deliverables using Addepar for various stakeholders

Enhance the front-office investment reporting portal and automate recurring processes

Required Qualifications Minimum of 8 years of experience, with 5+ years in investment reporting or data analytics

Bachelor's degree in accounting, finance, mathematics, or a related field

Experience with Addepar and alternative asset data is highly desired

Strong organizational skills to manage multiple reporting cycles and deadlines

Proficiency in Excel and familiarity with PowerBI and Microsoft 365 applications

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