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Investment Reporting Consultant

RocketFin Consulting Ltd
  • New York, NY
  • $73–$87 Per Hour
30+ days ago

Job Description

 
The Opportunity 
Investment Management is looking for an intellectually curious individual with strong analytical skills to join the Investment Reporting team as an Investment Reporting Analyst. This role will support reporting for the General Investment Account (GIA), and will partner with teams across Investment Management, Corporate Finance, Enterprise Risk Management, and external asset managers.
 
The ideal candidate is detail oriented, results driven, and has strong analytical and writing skills. Successful candidates can easily adapt to changing priorities, manage time across multiple deliverables, and are comfortable discussing investment topics with teams across the organization.
 
The Team
The Investment Reporting team is responsible for reporting the GIA's asset allocation and risk exposures in support of the Chief Investment Officer's report backs to the Investment Committee of the Board of Directors, rating agencies, and business units. As our team expands, we are looking for a reporting analyst who enjoys solving complex problems, understands business goals, and manages multiple priorities.
 
The Impact
· Provide timely, mostly recurring, investment portfolio reporting and analysis for the Investment Committee of the Board of Directors, external rating agencies, the Portfolio Management team, and other business and corporate units
· Understand and communicate the portfolio's asset allocation
· Ensure efficient and accurate reporting of the GIA by implementing and monitoring data quality controls
· Partner with the Investment Data Integrity team to help address data issues and implement data ecosystem enhancements
· Maintain high standards of data integrity and transparency across all internal and external reports
 
The Minimum Qualifications
· Bachelor's degree
· Minimum of 3 years of experience reporting financial data
· Proficiency in MS Office Suite (Excel, PowerPoint, and Word)
· Experience using business intelligence software such as MicroStrategy and/or Alteryx
 
The Ideal Qualifications
· Bachelor's degree in finance, mathematics, economics, accounting or related field
· Basic understanding of various types of investment instruments and statutory accounting
· Ability to manage multiple, often competing, fixed deadlines
· Excellent communication and presentation skills, with the ability to convey complex information clearly and concisely 
· Proclivity for continuous improvement
· Excellent analytical skills and relentless attention to detail
· Strong work ethic and ability to research, identify, and troubleshoot problems independently
· Collaborative with strong interpersonal skills; able to relate to and build strong relationships with diverse internal and external audiences/constituencies
New York Pay Range
$73—$87 USD

Numbers & Facts

LocationNew York, NY
Salary$73–$87 Per Hour

Skills

  • Accountingunmatched
  • Accounting Standards and Regulationsunmatched
  • Analysis Skillsunmatched
  • Asset Managementunmatched
  • Business Intelligence Softwareunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Continuous Improvementunmatched
  • Corporate Financeunmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Economicsunmatched
  • Ecosystemsunmatched
  • Financeunmatched
  • Financial Reportingunmatched
  • Identify Issuesunmatched
  • Interpersonal Skillsunmatched
  • Investment Analysisunmatched
  • Investment Managementunmatched
  • Investment Reportingunmatched
  • Mathematicsunmatched
  • MicroStrategyunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Portfolio Analysisunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Quality Monitoringunmatched
  • Research Skillsunmatched
  • Riskunmatched
  • Risk Managementunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Writing Skillsunmatched

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