Analyst, Performance Reporting jobs in United States
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Pennybacker · 1 week ago

Analyst, Performance Reporting

Pennybacker is a nimble, data-driven private equity firm headquartered in Austin, TX, that invests in real estate and infrastructure across the United States. They are seeking a Performance Reporting Analyst to prepare performance reports for institutional investors and collaborate with various teams to ensure accurate and compliant investor materials.

Real Estate

Responsibilities

Prepare specialized quarterly performance reporting to institutional investors
Provide and/or review data for investor materials (investor presentations, website updates, property tour books, etc.) in collaboration with cross-functional colleagues
Facilitate completion and delivery of investor information requests in coordination with Investment, Asset Management, Capital Formation, and Finance/Accounting teams
Produce detailed financial and real estate data analyses on assets and fund level performance for the firm’s quarterly investor reporting utilizing proprietary firm technologies
Ensure all materials prepared for external parties are in line with compliance standards by coordinating with the Chief Compliance Officer
Perform ad hoc reporting as requested by management

Qualification

AccountingFinanceExcelPrivate EquityReal Estate InvestmentAnalytical SkillsProblem-SolvingCommunication SkillsCollaboration SkillsOrganizational Skills

Required

Undergraduate degree in accounting or finance or 3+ years relevant experience
2+ years of work experience in private equity or real estate investment management reporting
Strong technical skills in accounting and finance with advanced knowledge of Excel
Highly organized and detail-oriented with the ability to multi-task and balance competing priorities in a dynamic, fast-paced environment
Confident under pressure and adept at meeting deadlines
Self-starter with strong analytical and problem-solving skills
Excels in a support role and is comfortable accepting and providing constructive feedback
Strong communication and collaboration skills
Willingness to learn new technologies

Preferred

advanced degree or CPA/CFA preferred

Company

Pennybacker

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At Pennybacker, innovation is at the center of everything we do. We use advanced data analytics to arrive at better answers.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Goldman Sachs Asset Management’s (GSAM) Petershill Program
2024-05-13Private Equity
2019-12-16Private Equity

Leadership Team

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Tim Berry
CEO and Founder
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Lindsey Jacot
Chief Financial Officer, Chief Compliance Officer
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Company data provided by crunchbase