Investment Reporting Analyst

1 week ago


Hartford, United States Atlas Search Full time

Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong writing skills and extensive experience with Microsoft Excel (VLOOKUP, Formulas, Linking, Macros) and PowerPoint. This is a wonderful contract opportunity that offers a hybrid schedule, and we are looking to fill the position as quickly as possible.


Responsibilities:

  • Compiling reports and documents from several different sources, including commentary from the managers, which is proofread and analyzed for accuracy between the various sources.
  • Consulting with portfolio managers, portfolio assistants, and accountants to identify the required financial data to determine the most effective report format and to develop and maintain the Client Reports and analytical data associated with those reports.
  • Utilizing Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing.


Requirements:

  • Must have minimum three (3) years of relevant experience.
  • Bachelor’s Degree in Economics, Finance or Business Management, or equivalent relevant experience.
  • Intermediate/Advanced Excel skills strongly desired (VLOOKUP/Formulas/linking/macros).
  • Intermediate PowerPoint skills strongly desired.
  • Proven ability to proofread and to utilize proper grammar.



  • Hartford, United States Atlas Search Full time

    Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...


  • Hartford, United States Atlas Search Full time

    Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...


  • hartford, United States Atlas Search Full time

    Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...


  • hartford, United States Atlas Search Full time

    Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...


  • Hartford, United States Atlas Search Full time

    Our client is a leading investment management company with a long history of serving the finance industry. They are seeking a skilled Investment Reporting Analyst to join their team and participate in the production of timely and accurate Client Reports and Presentations for Asset Management clients and consultants. The ideal candidate will possess strong...


  • Hartford, Connecticut, United States Atlas Search Full time

    About the RoleAtlas Search is seeking a skilled Investment Reporting Analyst to join our team and contribute to the production of high-quality Client Reports and Presentations for Asset Management clients and consultants.Key ResponsibilitiesCompile reports and documents from various sources, including commentary from portfolio managers, and ensure accuracy...


  • HARTFORD, United States MassMutual Full time

    Role:  Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...


  • Hartford, Connecticut, United States Virtus Investment Partners Full time

    ABOUT THE TEAM:At Virtus Investment Partners, our team at Newfleet Asset Management comprises seasoned professionals specializing in fixed income investments. We adopt a comprehensive multi-sector strategy to identify relative value, which is fundamental to our investment philosophy.Our objective is to consistently deliver excess returns through proactive...


  • Hartford, Connecticut, United States Virtus Investment Partners Full time

    Our employees are our most valuable asset.Job OverviewTEAM INSIGHT:Newfleet Asset Management, part of Virtus Investment Partners, is a seasoned group of fixed income experts employing a multi-sector strategy. Our core philosophy revolves around identifying relative value to achieve consistent excess returns through active sector rotation and disciplined risk...


  • Hartford, Connecticut, United States Virtus Investment Partners Full time

    About the Team:At Virtus Investment Partners, our team at Newfleet Asset Management comprises seasoned fixed income experts who utilize a multi-sector strategy to identify relative value in the market. Our philosophy centers on achieving consistent excess returns through proactive sector rotation and meticulous risk management.We construct our portfolios...


  • Hartford, Connecticut, United States Virtus Investment Partners Full time

    About Us:At Virtus Investment Partners, we recognize that our employees are our greatest asset. Team Overview:Newfleet Asset Management, a subsidiary of Virtus Investment Partners, is a seasoned group of fixed income experts utilizing a multi-sector strategy. Our philosophy centers on identifying relative value, which is fundamental to our investment...


  • Hartford, Connecticut, United States Virtus Investment Partners Full time

    Our employees are our most valuable asset.Job OverviewTEAM INTRODUCTION:Newfleet Asset Management, part of Virtus Investment Partners, comprises a seasoned group of fixed income experts utilizing a multi-sector strategy. Our philosophy centers on identifying relative value, aiming for consistent excess returns through strategic sector rotation and...


  • Hartford, CT, United States MassMutual Full time

    Role: Quantitative Investment Analyst Investment Management Team: Quantitative Portfolio Management Position: Full-Time (3+ days in office per week) The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment accounts. This includes performing daily...


  • Hartford, CT, United States MassMutual Full time

    Role: Quantitative Investment Analyst Department: Investment Management Team: Quantitative Portfolio Management Location: Boston - Hybrid Position: Full-Time (3+ days in office per week) The Opportunity: The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate...


  • Hartford, United States RemyCorporation Full time

    Fulltime opportunity for a Workday Reporting Analyst with a growing company.At least 5 years of experience creating HCM reports in WorkdayExperience creating composite and matrix reportsWorkday Pro CertifiedWorkday Prism AnalyticsHybrid schedule with onsite in the Hartford, CT office 6 days a monthCompetitive salary with annual bonus and stock optionsClient...


  • hartford, United States RemyCorporation Full time

    Fulltime opportunity for a Workday Reporting Analyst with a growing company.At least 5 years of experience creating HCM reports in WorkdayExperience creating composite and matrix reportsWorkday Pro CertifiedWorkday Prism AnalyticsHybrid schedule with onsite in the Hartford, CT office 6 days a monthCompetitive salary with annual bonus and stock optionsClient...


  • hartford, United States RemyCorporation Full time

    Fulltime opportunity for a Workday Reporting Analyst with a growing company.At least 5 years of experience creating HCM reports in WorkdayExperience creating composite and matrix reportsWorkday Pro CertifiedWorkday Prism AnalyticsHybrid schedule with onsite in the Hartford, CT office 6 days a monthCompetitive salary with annual bonus and stock optionsClient...


  • Hartford, United States The Hartford Full time

    Senior Investment Analyst - DFH 703 Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals and to help others ac Investment, Lending, Analyst, Private, Senior, Microsoft, Technology


  • Hartford, Connecticut, United States MassMutual Full time

    Job SummaryMassMutual is seeking an experienced Investment Liaison to join our Institutional Insurance team. As a key interface between investment managers, BOLI producers, stable value providers, and key clients, you will play a critical role in monitoring investment manager performance and communicating investment strategy and performance.Key...


  • Hartford, CT, United States MassMutual Full time

    Role:  Quantitative Investment AnalystDepartment: Investment ManagementTeam: Quantitative Portfolio ManagementLocation: Boston - HybridPosition: Full-Time (3+ days in office per week)The Opportunity:The Quantitative Investment Analyst will be supporting the management of derivative portfolios in one or more segments of the general or corporate investment...