Senior Analyst, Investment Reporting at ImpactAssets | Torre
Senior Analyst, Investment Reporting
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ImpactAssets

Senior Analyst, Investment Reporting

ImpactAssets
Emma
Emma
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Full-time

Legal agreement: Employment

Compensation
USD130k - 145k/year
location_on
Remote (for United States residents)
Posted 8 months ago

Responsibilities

Investment Reporting Execution & OversightOwn and manage the client and firm investment reporting pipeline, ensuring quality/timely reports for cyclical and ad-hoc deliverables.Develop and deploy advanced reporting deliverables leveraging functionality in Addepar (ImpactAssets’ investment management system), such as investment performance reporting, dashboards, templates, and custom views for both internal and external stakeholders.Ensure accurate representation of varied investment structures within reporting outputs.Serve as the escalation point for standard and complex reporting, applying deep technical and analytical expertise to solve new and existing challenges.Advise on investment reporting best practices and advanced use cases.Stakeholder Relationship ManagementBuild and maintain strong relationships with internal and external stakeholders, understanding their unique needs, to improve team efficiency and capability through reporting.Develop service level agreements (SLAs) for the investment reporting function in collaboration with stakeholders, taking full ownership of stakeholder relationships by ensuring expectations mutually agreed, understood, and met.Provide proactive, responsive support to stakeholders, maintaining a high standard of professionalism in all interactions.Solicit and incorporate stakeholder feedback to enhance reporting processes, templates, and delivery methods.Investment Management System (IMS)Enhance and expand the front-office investment reporting portal, increasing functionality, analytical depth, and client adoption.Build, test, and maintain reporting templates, attributes, and dashboards, with a focus on alternative asset data and complex portfolios.Train colleagues on self-service reporting capabilities, promoting organizational efficiency and firm wide data fluency.Drive initiatives to automate recurring processes, reducing manual intervention and error risk.Process Ownership & Continuous ImprovementDesign and implement reporting workflows that balance efficiency with quality control, especially in handling complex investment data.Establish standards and best practices for data governance within reporting outputs.Evaluate new reporting or changes to reporting that would generate value for stakeholders.Strategic and Ad Hoc SupportServe as the back-up for operations systems administration.Lead reporting-related workstreams within larger systems or data projects; as well as support system implementation & systems integration data needs.Identify system gaps and collaborate with technology teams and vendors to design solutions that improve reporting accuracy and scalability.
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