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Investment Reporting Specialist

2 months ago

Hartford, Connecticut, United States Atlas Search Full time
About the Role

Atlas 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 Responsibilities
  • Compile reports and documents from various sources, including commentary from portfolio managers, and ensure accuracy by proofreading and analyzing the data.
  • Collaborate with portfolio managers, portfolio assistants, and accountants to identify required financial data and develop effective report formats.
  • Utilize Microsoft Excel and PowerPoint, as well as skills in grammar, proofreading, and editing, to create engaging and informative reports.
Requirements
  • Minimum three (3) years of relevant experience in financial reporting or a related field.
  • Bachelor's Degree in Economics, Finance, or Business Management, or equivalent relevant experience.
  • Intermediate to advanced Excel skills, with expertise in VLOOKUP, formulas, linking, and macros.
  • Intermediate PowerPoint skills, with the ability to create visually appealing presentations.
  • Proven ability to proofread and utilize proper grammar, punctuation, and spelling.