Mitchell Martin Inc. · 4 hours ago
Investment Reporting Analyst
Hamilton Township, NJ
Full-time
Hybrid
New Grad, Entry Level
$36.75/hr - $52.50/hrMitchell Martin Inc. is seeking an Investment Reporting Analyst to join their team responsible for financial planning and portfolio analytics. The role involves collaboration with various stakeholders and requires the candidate to enhance platform capabilities and support field operations.
B2BBookkeeping and PayrollConsultingHealth CareHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Interpret client financial data, model scenarios, and assist in delivering financial planning and analysis
Create and improve operational workflows for technology and process management
Develop training materials to educate advisors on planning, analysis, and projections
Assess the accuracy of models and reporting, identifying trends and opportunities for improvement
Serve as a liaison between field teams and vendor support to resolve data-related issues
Qualification
Required
BA/BS degree in Finance, Mathematics, or related field; relevant experience is welcome
Strong communication skills to work cross-functionally across teams
High attention to detail, ensuring data and reporting accuracy
Preferred
Experience With Financial Planning And Portfolio Analytic Software Preferred
Experience with asset allocation analysis, portfolio composition, and risk analysis preferred
Company
Mitchell Martin Inc.
Mitchell Martin Inc.
Founded in 1984
501-1000 employees
H1B Sponsorship
Mitchell Martin Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (99)
2024 (104)
2023 (156)
2022 (122)
2021 (157)
2020 (253)
Funding
Current Stage
Late StageLeadership Team
Anthony Giardina, PMP
Chief Technology Officer
Joseph Schimpf
CFO
Recent News
2025-12-30
Kansas City Business Journal
2024-12-24
2023-01-09
Company data provided by crunchbase