A Senior Manager of Investment Reporting is responsible for overseeing and managing the reporting of investment activities. This includes analyzing and presenting financial data, monitoring investment performance, and providing strategic recommendations to senior management - Sandy, United States - Spectrum Innovations

Spectrum Innovations
Spectrum Innovations
Verified Company
Sandy, United States

3 weeks ago

Meredith Sinclair

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Meredith Sinclair

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Description

This is a unique opportunity to join the highly respected investment office as a Manager of Investment Reporting. The organization is renowned for its exceptional philanthropic investment philosophy.

As the Manager of Investment Reporting, you will lead the performance reporting and analysis function within the Investment Office. You will work closely with the COO and investment professionals to enhance existing reporting content and provide valuable insights to support decision making. This role offers the chance to work with a diverse range of asset classes and stakeholders.

Key Responsibilities:

  • Calculate performance, attribution, and ex-post risk analysis for all portfolios
  • Prepare regular and ad-hoc reports for senior management and clients
  • Analyze data to provide insights for the investment team
  • Collaborate with asset controllers to maintain accurate and comprehensive datasets
  • Develop and implement a data quality and validation framework
  • Manage data interdependencies, calculation methods, and benchmarking frameworks

Required Background, Competencies, and Skills:

  • Excellent academic background in Finance, Economics, Mathematics, or a related field. Industry qualifications such as CFA or CIPM are a plus
  • Minimum of 3-5 years of relevant professional experience in performance measurement or analysis, preferably in an asset management or investment fund setting
  • Strong
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