Portfolio Reporting Analyst jobs in United States
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Arrow Search Partners · 16 hours ago

Portfolio Reporting Analyst

positionDallas, TX
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$120K/yr - $140K/yr
date2+ years exp

Arrow Search Partners is representing a family office focused on long-term capital deployment across diverse asset classes. The Portfolio Reporting Analyst will manage portfolio data, ensure quality control of public markets data, and support the investment team with analysis and reporting.

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Responsibilities

Own the end-to-end portfolio data management process
Lead the collection and quality control of the firm’s public markets data
Assess and recommend enhancements for collecting and storing public markets data to facilitate reporting across various workflows
Liaise with the investment team to assist with ad hoc historical and pro-forma portfolio analysis
Aggregate portfolio and fund/firm data in tables, slides, and charts for daily, weekly, monthly and quarterly meetings

Qualification

Financial data analysisInvestment operationsTechnical systemsFinancial instrumentsBachelor's degree

Required

Bachelor's degree required
2-5 years of related experience as a financial/business data or investment operations analyst
Experience at an asset management firm required
Strong understanding of technical systems and financial instruments

Company

Arrow Search Partners

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Arrow Search Partners is a recruitment firm specialized in Accounting, Finance, Operations, and Tax Verticals.
dateFounded in 2018
location
New York, New York, USA
people-size51-200 employees
web-link
https://www.arrowsearchpartners.com

Funding

Current Stage
Growth Stage

Leadership Team

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Billy Merva
Managing Partner
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Blaine Braunstein
Managing Partner
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Company data provided by crunchbase