Vice President, Portfolio Analytics and Reporting

Responsibilities: Analyze investment and portfolio results to support internal reporting and investor communications. Prepare recurring and customized reports covering performance, portfolio composition, and investment activity. Partner with accounting, valuation, and client-facing teams to reconcile data and ensure reporting is accurate, consistent, and timely. Maintain reporting databases and supporting schedules, validating investment information and resolving discrepancies. Review portfolio characteristics and exposures to provide clear insights into investment trends and results. Assist with investor due diligence questionnaires, information requests, and supporting documentation. Coordinate with internal stakeholders on new investment offerings, client reporting requirements, and ongoing service needs. Identify opportunities to improve reporting processes, strengthen data quality, and reduce manual work.

Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related business discipline. 5–15+ years of experience in investment analytics, portfolio reporting, performance measurement, or a related role within financial services. Strong understanding of financial markets, investment concepts, and portfolio performance. Solid knowledge of accounting and finance, with the ability to interpret and reconcile investment data. Advanced Excel skills and experience organizing and analyzing large datasets. Strong attention to detail, organizational skills, and the ability to manage competing deadlines. Ability to communicate findings clearly and collaborate across teams. Self-motivated approach, with the ability to work independently and take ownership of assigned responsibilities. Familiarity with Python or SQL is a plus.