Job Description
Manager, Portfolio Reporting & Data Analytics – Hybrid – NYC
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.
Manage financial data, portfolio reporting, and analysis
Prepare internal/external reporting and KPI analysis
Support strategic projects across data, technology, and process improvement
Partner with Investment, Investor Relations, Accounting, Technology, and external providers
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~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