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Investor Reporting Team Lead – Excel Analytics & Compliance

Job in Coppell, Dallas County, Texas, 75019, USA
Listing for: Newrez
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Reporting, Risk Manager/Analyst, Financial Analyst
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services company in Coppell, Texas, seeks a Team Lead Investor Reporting to manage investor portfolios. The position requires 6+ years in investor reporting and a Bachelor's degree in Accounting or Finance. Responsibilities include overseeing monthly reports, training analysts, and ensuring data accuracy. Strong communication and advanced Excel skills are essential to interact effectively with stakeholders. Competitive benefits include health insurance, a 401(k) plan, and tuition reimbursement.
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