Portfolio Reporting Analyst

Century Group is partnering with a client that is seeking a Portfolio Reporting Analyst to join their team. Exact compensation may vary based on skills, experience, and location. Expected starting base pay rate of $30.00 to $32.00 per hour.

Job Responsibilities

• Prepare monthly and quarterly investment reports.
• Create ad hoc reports and conduct scenario analysis.
• Interact daily with clients and the strategy team.
• Support the portfolio manager in various tasks.
• Ensure accurate and timely reporting of investment data.

Requirements

• Demonstrate proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Be a self-starter with the ability to work with minimal supervision.
• Exhibit a hands-on approach and willingness to lead by example.
• Be able to work in a fast-paced environment.
• Show extreme attention to detail and strong analytical skills.

Qualifications

• A Bachelor’s degree in Accounting or Finance.
• 1+ year(s) of investment industry experience.
• Demonstrate strong analytical and problem-solving abilities.
• Exhibit excellent verbal and written communication skills.
• Be able to interact effectively with clients and team members.

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