atlantic groupJersey City, NJ
Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
atlantic groupJersey City, NJ
13 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Manager, Portfolio Reporting & Data Analytics - Hybrid - NYCA 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 requiredAI/automation exposure is required
- Strong project management and communication skillsID: 50509
Also on the board Same function, level within a rung
Level
Senior
Location
Jersey City, NJ
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
13 days ago