Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC
The Atlantic Group Inc
New York, NY, United States
3 days ago
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Role details
Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
6 years minimum
Working hours
Regular working hours
Job source
Tech stack
Microsoft Excel
Artificial Intelligence
Data Analytics
Job description
- 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
Requirements
- 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 required
- AI/automation exposure is required
- Strong project management and communication skills
About the company
A 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.
Apply for this position
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Apply on www.adzuna.com
Prepare application
- Draft this with your agent
- Open in Claude
- Open in ChatGPT
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