Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC in Mundelein

Job Description

Manager, Portfolio Reporting & Data Analytics - Hybrid - NYC

A leading investment firm is seeking a Manager-level finance professional to join its team in a newly evolving role combining financial analysis, portfolio reporting, data, and technology-driven process improvement.

Responsibilities

• 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 required
• AI/automation exposure is required
• Strong project management and communication skills

ID: 50509