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Reporting Analyst / Associate (912-262)
Los Angeles, CA
Global alternative investment management firm seeks Reporting Analyst or Associate to join an expanding Portfolio Analytics/Risk/Reporting team. This role will take
ownership of relationships with outside vendors and internal partners (IT/Data Management/Performance/Accounting) and help engineer/implement routines to increase
efficiencies in data extraction/report preparation, and ensure systems/data are accessible for all reports/processes.
Assist team with data needs (performing research to support standard/ad hoc reporting outputs/analyses)
Master systems technology to create data extracts
Coordinate production of reporting content needed by Legal/Compliance/Accounting/Valuation/Marketing
Represent team on firm-wide projects (reporting architecture enhancements/system integration/new software implementation)
Work with stakeholders (Client Relations/Strategy Specialists/Clients/Portfolio Managers) to clearly define/document reporting requirements
Collaborate with Strategy Specialists/IT to draw up formal report specifications
Project-manage design/rollout of new automated reports; test report design and contents specified in reporting system
Conduct analyses and compile supporting documentation related to quality assurance testing
Work with IT to ensure rollout of new reports adheres to established plans, including prioritization of reports for automation, communication of reporting
deliverables to stakeholders, and training report users (Marketing/Client Services Reps) concerning contents/applicability of report data/outputs
Coordinate report development, collaborating with IT/business groups to identify technology best suited to develop specific reports
Work with team members/IT to enhance/evolve existing core data environment to support automated reporting
Work with Strategy Specialists to properly diagnose/fix production issues
Work with Accounting/Performance team to establish processes/procedures to provide consistent/accurate/approved data for final reporting outputs
Work with IT to support implementation of various reporting technology initiatives
Bachelorís degree from a top university in Math, Engineering, Economics, Business or related field required
1-3 (or 5-7 for Associate-level) years of experience at an Asset Manager/Investment Bank/related financial services company or vendors in a portfolio reporting
Strong interest in investments/investment analytics; highly analytical and willing to learn about large number of diversified investment strategies
Experience analyzing financial data/metrics with sufficient familiarity to recognize potential issues
Experience managing and manipulating large amounts of data in Microsoft Excel
Geneva, Access/SQL, VBA, and Visual Studio experience a plus
Interest in, and aptitude for, working with new/advanced technologies