Financial Reporting Analyst

We’re looking for a Financial Reporting Analyst who can turn investment activity and performance insights into clear, client-ready reports. This role is ideal for someone who enjoys analyzing data, translating complex developments into simple narratives, and working with multiple teams to deliver accurate and timely content.

What You’ll Do

• Review portfolio activity and summarize key movements, major investments, valuation changes, and other notable events for client reports.

• Deliver recurring product reports across different asset classes with accuracy and consistency.

• Work closely with internal teams to gather information and align on content requirements.

• Build strong knowledge of the firm’s investment strategies, products, and asset classes.

• Ensure reports are delivered with high quality and follow internal standards.

• Coordinate with stakeholders to validate information and secure the necessar...