Demo

Associate, Investment Reporting

Bruin
York, NY Full Time
POSTED ON 4/23/2026
AVAILABLE BEFORE 5/22/2026

We're partnering with a growing asset manager in NYC on an Investment Reporting Associate hire. This role sits close to the investment team and focuses on performance reporting and portfolio analytics across a range of credit strategies.


Responsibilities:

  • Prepare and deliver regular performance and portfolio reports.
  • Analyze investment data to support monitoring and decision making.
  • Partner with investment, operations, and accounting teams on data and reporting needs.
  • Maintain and improve reporting processes and data accuracy.
  • Support ad hoc analysis and requests from senior stakeholders.


Requirements:

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 3 years of experience in investment reporting, performance reporting, or portfolio analytics.
  • Experience within asset management, credit, or related environment.
  • Strong Excel skills and comfort working with large datasets.
  • Detail oriented with strong analytical skills.

Salary : $120,000 - $140,000

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