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Senior Investment Reporting Analyst
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on Colorado data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$83,432 / year median in Colorado
-0% projected decline
Job Description
- National Association of Insurance Commissioners) and U.
U.S. GAAP
Annual Registered Financial Statements What you will bring: Bachelor's Degree in Accounting 4-6 years of financial reporting experience required Advanced MS Office Skills (Excel, Access and PowerPoint) Understanding of various reporting systems (Blackline, EASY, SAP, PAM, Phoenix, Unit Value Cloud) What will set you apart: Public accounting or investment related financial reporting experience Strong knowledge of U.S. Statutory (NAIC) and/or GAAP accounting principles Previous experience in investments strongly preferred Strong technical and analytical skills with ability to communicate effectively, both written and verbally Ability to work both independently and collaboratively in a team environment Ability to utilize creativity thinking towards improvement of business processes and internal controls, and follow-thru in all stages from design into implementation Attention to detail, analytical acumen and excellent organizational skills with the ability to handle and prioritize multiple and competing priorities Self-driven with ability to deal with ambiguity, a willingness to learn and take on additional responsibilities Proficient in MS Office, including advanced Excel skills Process improvement mindset Experience using Alteryx and Wings annual statement software a plus Familiarity with Workiva reporting system and WDesk What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings- 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire
- including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time — 16 hours per calendar year Leave of absence programs
- including paid parental leave, paid short
- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs)
- BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $79,400.00
- $112,175.
- Drug-free workplace We are an equal opportunity employer with a commitment to diversity.
- For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption.
- Job Posting End Date at 12:01 am on: 08-28-2026 Want the latest money news and views shaping how we live, work and play?