Reporting Analyst

The salary range for this position is $100,000 - $115,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to john.sadofsky@roberthalf.c0m.

The Portfolio Data & Analytics team is responsible for ongoing portfolio company performance monitoring and analysis, FP&A and complex financial modeling, valuing the investment positions in each of the firm's portfolio companies, and content creation and analysis supporting investor relations. The Reporting Assurance Analyst will play a critical role in ensuring the accuracy and integrity of all external investor communications, including LP emails, press releases, and quarterly investor presentations. This process entails building out supporting documentation that is easily traceable and orderly. While the primary focus will be on compliance and documentation for investor communications, the role will also support the broader functions of the Portfolio Data & Analytics team.

Key Responsibilities:

• Help prepare various presentations and supporting analyses for the firm's most critical investor meetings, including the annual meeting, semi-annual advisory board meetings and investor conference calls
• Ensure all external communications are accurate and compliant with regulatory standards
• Develop and maintain detailed supporting documentation and tie-out work for investor communications
• Collaborate with investment teams and senior leadership to verify data and content accuracy
• Assist the Investor Relations team with fundraising and diligence requests from LPs and prospective LPs
• Support the broader Portfolio Data & Analytics team ensure accuracy on various quarterly and ad hoc outputsOther responsibilities and opportunities:
• Continually evaluate possible new technology solutions and propose process revisions to assist in data aggregation as the firm continues to expand portfolio investments in both number and complexity