Investment Reporting Specialist

6 hours ago


Miami, United States Ascendo Resources Full time
Investment Reporting Analyst

We are seeking an experienced Investment Reporting Analyst to join our team at Ascendo Resources. The ideal candidate will have a strong background in investment analysis and reporting, with a proven track record of creating high-quality reports and insights for clients.

Key Responsibilities:
  • Develop and maintain portfolio and firm-level reports to provide clients with a comprehensive view of their investments.
  • Collaborate with investment teams and advisors to ensure accurate and timely reporting.
  • Analyze financial data to identify trends and insights that can inform investment decisions.
  • Provide exceptional customer service and support to clients and stakeholders.
Requirements:
  • Bachelor's degree in a related field (Accounting, Finance, Economics, Business, etc.).
  • Proficiency in spreadsheet and database management with MS Excel.
  • 2+ years of relevant experience in investment analysis and reporting.
  • Addepar or Orion experience preferred.
  • Strong understanding of financial concepts and investment strategies.


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