Eagle Business Reporting Analyst

Phaxis LLC

New York, NY

JOB DETAILS
SALARY
$65–$70 Per Hour
SKILLS
Accounting, Accounting Policies, Analysis Skills, Documentation, Finance, Financial Compliance, Financial Reporting, Investment Accounting, Investment Management, Investment Reporting, Needs Assessment, Portfolio Accounting, Regulatory Reports, Requirements Validation/Verification, Standards Development, Validation Testing
LOCATION
New York, NY
POSTED
3 days ago
Pay rate is $65 to $70 per hour
3 days onsite and 2 days remote

Experienced Eagle Business Reporting Analyst to act as the primary liaison between business users and reporting/data teams within an investment management environment. This role is focused on gathering, documenting, and validating reporting requirements and ensuring accurate delivery of business and regulatory reports using the Eagle Investment Accounting platform.

The role is highly business-facing and requires deep understanding of investment operations, portfolio accounting, and reporting processes, along with strong hands-on experience with Eagle. The Analyst will work closely with portfolio managers, operations, finance, performance, and compliance teams to translate business needs into clear reporting requirements and ensure delivered reports meet expectations through structured testing and validation.

  • Meet regularly with business users across investment operations, accounting, performance, compliance, and finance teams.
  • Facilitate workshops and discussions to understand reporting needs and business objectives.
  • Capture, analyze, and document detailed business and reporting requirements.
  • Translate business needs into clear, structured requirements for reporting and data teams.
  • Act as the main point of contact for all Eagle reporting-related requests and clarifications.
  • Work closely with users of Eagle Investment Accounting and reporting outputs to support reporting needs.
  • Understand and interpret data within Eagle including holdings, transactions, positions, valuation, performance, and accounting data.
  • Support enhancement and creation of standard and ad-hoc business reports.
  • Ensure reports align with business definitions, accounting rules, and operational requirements.
  • Help users interpret report outputs and resolve questions regarding data or calculations.

About the Company

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Phaxis LLC

We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
COMPANY SIZE
50 to 99 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2002
WEBSITE
https://phaxis.com/