Atlantic Group
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.
Responsibilities
- 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
Target Experience
- 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
ID: 50509
Manager, Portfolio Reporting & Data Analytics - Investment Management - Hybrid - NYC in New York City Metropolitan Area at Atlantic Group
This position is listed as full time and hybrid. It was posted yesterday.