- Prepare and distribute quarterly and annual investor reports, including financial statements, performance metrics, and portfolio updates.
- Collaborate with accounting, asset management, and acquisitions teams to ensure data integrity and consistency across reports.
- Maintain and update investor data within internal databases and CRM systems.
- Assist in the preparation of presentations and investor communications for meetings, webinars, and marketing initiatives.
- Respond to investor inquiries by providing accurate and timely information, ensuring a high level of professionalism and responsiveness.
- Monitor key performance indicators across portfolios and assist in preparing ad hoc analyses for management and investors.
- Support the standardization and automation of reporting processes to improve efficiency and reduce errors.
- Ensure compliance with internal controls, policies, and relevant reporting standards.
- Assist in preparing due diligence materials for new fund offerings, capital raises, and investor onboarding.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2–5 years of experience in investor relations, financial reporting, fund administration, or private equity real estate.
- Strong proficiency in Microsoft Excel, PowerPoint, and database management tools; experience with CRM systems (e.g., Juniper Square) a plus.
- Exceptional attention to detail and strong analytical skills, with the ability to distill complex data into clear, concise insights.
- Excellent written and verbal communication skills, capable of producing investor-ready materials.
- Comfort operating in a fast-paced, team-oriented environment with shifting priorities and deadlines.
- High degree of professionalism and ability to engage effectively with senior leadership and external stakeholders.
- Experience with automation or data visualization tools preferred (e.g., Power BI, Tableau).
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Investor Relations Reporting Analyst - Dallas - Keller Augusta
Description
Position Overview:
The IR Reporting Analyst will support Prescott Group's investor relations and reporting functions, focusing on compiling, analyzing, and presenting financial and operational data for investors. This individual will play a key role in ensuring the accuracy, clarity, and timeliness of investor communications, reports, and performance metrics, serving as a bridge between accounting, asset management, and leadership teams.
Responsibilities:
Qualifications:
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Analyst, Reporting
Only for registered members Dallas, TX, United States
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Analyst, Reporting
Only for registered members Dallas
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Analyst, Reporting
Full time Only for registered members Dallas
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Financial Reporting Analyst
Only for registered members Dallas, Texas, United States
-
Portfolio Reporting Analyst
Only for registered members Dallas, TX
-
Financial Reporting Analyst
Only for registered members Dallas
-
reporting data analyst
Only for registered members Dallas
-
Data Reporting Analyst
Only for registered members Dallas, TX
-
Data Reporting Analyst
Only for registered members Dallas
-
Analyst, Reporting
Only for registered members Dallas, TX
-
Regulatory Reporting Analyst
Only for registered members Dallas, TX
-
Regulatory Reporting Analyst
Only for registered members Dallas, TX
-
Data & Reporting Analyst
Only for registered members Dallas, TX
-
Data Reporting Analyst
Only for registered members Dallas
-
Regulatory Reporting Analyst
Only for registered members Dallas
-
Reporting Analyst Lead
Only for registered members Dallas, TX
-
Senior Analyst, Financial Reporting
Only for registered members Dallas, TX
-
Regulatory Reporting Senior Analyst
Only for registered members Dallas, TX
-
Senior Financial Reporting Analyst
Only for registered members Dallas, TX
-
Regulatory Reporting Senior Analyst
Only for registered members Dallas, TX
