Portfolio Monitoring and Reporting Manager

Portfolio Monitoring and Reporting Manager at Beacon Hill Staffing Group, LLC Portfolio Monitoring and Reporting Manager at Beacon Hill Staffing Group, LLC in Boston, Massachusetts Posted in 13 days ago. $45.00 - $50.00 per hour

Job Description:

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Portfolio Monitoring & Reporting Manager - Hybrid / Boston, MA Our client, a global investment and financial services organization, is seeking a Portfolio Monitoring & Reporting Manager to support portfolio performance tracking and reporting activities. This role focuses on consolidating financial and operational data, supporting valuation and reporting cycles, and delivering insights to internal and external stakeholders. The position partners closely with finance, investment, and reporting teams and plays a key role in maintaining accurate and timely portfolio information. Responsibilities Support recurring portfolio reporting cycles through data collection, validation, and consolidation Review and analyze portfolio-level financial and performance information Perform ongoing portfolio analytics and track key metrics across investments Reconcile financial and transactional data to ensure accuracy and completeness Respond to internal and external reporting and data requests Assist with the preparation of management and investor-facing materials Maintain and update reporting tools, dashboards, and internal systems Support valuation processes, audits, and related documentation requests Qualifications 5+ years of experience in portfolio reporting, fund administration, finance, or related roles Experience with reporting and data visualization tools (Workiva, Tableau, or similar) Experience with investment or fund systems (e.g., Investran, Chronograph, or comparable platforms) preferred Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile:

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™