atlantic groupNew York, NY
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 groupNew York, NY
3 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role →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
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
3 days ago