Financial Reporting Analyst

Pacific Executive Search provided pay range

This range is provided by Pacific Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Join a dynamic team as a Financial Reporting Analyst, where you will play a pivotal role in enhancing the data analytics capabilities of the Private Credit group within the Alternative Products sector. This position offers a unique opportunity for professional growth in asset management, allowing you to develop your skills in reporting, data infrastructure, and quantitative analysis. You will thrive in a collaborative environment that values innovation, attention to detail, and a strong work ethic, while also enjoying the flexibility of a hybrid work model.

• Develop and enhance reporting and data infrastructure to improve analytics capabilities and support investment performance tracking.
• Assist in portfolio management through modeling and performance reporting, ensuring accurate and timely insights.
• Maintain and optimize internal performance reporting platforms, enhancing data tracking and reporting procedures.
• Create regular and ad hoc portfolio reports for management and investor inquiries, boosting marketing efforts and stakeholder engagement.
• Support corporate development initiatives, fund marketing strategies, and respond to investor questionnaires with precise data analysis.
• Collaborate with investment and operations teams to troubleshoot data-related issues and improve overall data management.

Must-Have:

• Bachelor’s Degree in Finance, Accounting, Engineering, or Computer Science.
• Minimum of five years of relevant experience in financial services, management consulting, or data analytics.
• Strong quantitative and analytical skills with a solid understanding of financial principles, including IRR and MOIC.
• Excellent verbal and written communication skills, with a keen attention to detail.
• Ability to work independently and manage multiple tasks effectively.

Nice-to-Have:

• Proficiency in Microsoft Excel and PowerPoint.
• Familiarity with SQL and VBA Macros.
• Understanding of financial markets, corporate finance, and fund structures.
• Experience analyzing financial data from general ledgers and financial statements.

Mid-Senior level

Full‑time

Accounting/Auditing and Finance

Financial Services and Investment Management

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• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance