Portfolio Reporting Analyst
Arrow Search PartnersDallas, Texasjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBachelor’s degree required 2-5 years of related experience as a financial / business data or investment operations analyst Experience at an asset management firm required Strong understanding of technical systems and financial instruments
About the Company :
Our client is a family office that focuses on long-term capital deployment across diverse asset classes including private markets and alternative investments.
Responsibilities :
- Own the end-to-end portfolio data management process
- Lead the collection and quality control of the firm’s public markets data
- Assess and recommend enhancements for collecting and storing public markets data to facilitate reporting across various workflows
- Liaise with the investment team to assist with ad hoc historical and pro-forma portfolio analysis
- Aggregate portfolio and fund / firm data in tables, slides, and charts for daily, weekly, monthly and quarterly meetings
Requirements :
Salary Range : 120,000-$140,000
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Reporting Analyst • Dallas, Texas