Analyst, Reporting

Pennybacker is seeking a Performance Reporting Analyst to join its dynamic and entrepreneurial team, reporting to the VP of Finance. Pennybacker is a rapidly growing real assets private equity firm that invests in select growth markets of the United States. Pennybacker’s stellar reputation of performance and integrity has produced a stable investor base with major institutional investors and family offices. We are looking for a highly motivated, qualified professional with a proven track record of achievement and teamwork to join our team.

The ideal candidate will share Pennybacker’s philosophy of integrity, transparency, and honesty.

• Prepare specialized quarterly performance reporting to institutional investors
• Provide and/or review data for investor materials (investor presentations, website updates, property tour books, etc.) in collaboration with cross-functional colleagues
• Facilitate completion and delivery of investor information requests in coordination with Investment, Asset Management, Capital Formation, and Finance/Accounting teams
• Produce detailed financial and real estate data analyses on assets and fund level performance for the firm’s quarterly investor reporting utilizing proprietary firm technologies
• Ensure all materials prepared for external parties are in line with compliance standards by coordinating with the Chief Compliance Officer
• Perform ad hoc reporting as requested by management

• Undergraduate degree in accounting or finance or 3+ years relevant experience; advanced degree or CPA/CFA preferred
• 2+ years of work experience in private equity or real estate investment management reporting
• Strong technical skills in accounting and finance with advanced knowledge of Excel
• Highly organized and detail-oriented with the ability to multi-task and balance competing priorities in a dynamic, fast-paced environment
• Confident under pressure and adept at meeting deadlines
• Self-starter with strong analytical and problem-solving skills
• Excels in a support role and is comfortable accepting and providing constructive feedback
• Strong communication and collaboration skills
• Willingness to learn new technologies

To be considered for this position, please take the following steps: