Remote Portfolio Reporting Analyst

Jobgether

3d•Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Remote Portfolio Reporting Analyst. This role is crucial as it enables timely portfolio monitoring and supports strategic initiatives that strengthen business capabilities within the private equity sector. As a key member of the team, you will work with advanced technologies and proprietary data, impacting investment operations and reporting processes. Your contributions will drive efficiencies to support business growth and development in a dynamic and collaborative environment.

Requirements

Bachelor's degree in a relevant field such as Accountancy, Business Administration, or Finance.
1-3 years of experience in corporate finance, accounting, valuations, or portfolio reporting; private equity experience is a plus.
Proficiency in data analysis tools and languages (e.g., SQL, Python), as well as experience with BI tools and MS Office 365.
Strong attention to detail and the ability to thrive in a fast-paced environment.
Excellent verbal and written communication skills.

Nice To Haves

private equity experience is a plus.

Responsibilities

Conduct data validation and quality assurance to maintain high data integrity.
Engage with stakeholders to understand their monitoring needs and resolve data-related queries.
Support the preparation of portfolio updates for internal stakeholders.
Identify and implement improvements to reporting processes for timely updates.
Contribute to strategic initiatives within the Chief Operating Officer's office.