What are the responsibilities and job description for the Investor Reporting Specialist position at HR Works?
The Investor Reporting Specialist will play a key role in preparing and reconciling performance reporting, quantitative risk analytics, due diligence materials, and other client service deliverables for Our client’s institutional investors. This role combines analytical rigor, project management, and business acumen to deliver high-quality performance data, insights, and operational service. Reporting to the Investor Reporting Manager, this position will contribute to the development of Our client’s performance reporting capabilities as we expand our product offering and deepen our client partnerships. The successful candidate will work closely with colleagues across Investor Relations and Business Development, and will have regular exposure to senior stakeholders and clients. This role is a means to make a difference: the analytics and service processes you lead will directly enhance Our client’s leading position in the world of quantitative finance.
Key Responsibilities
- Produce accurate and timely reporting, including fund-level performance reports, firm-level due diligence materials, and regulatory reporting (in partnership with the Compliance team)
- Respond to investor requests with best-in-class service, providing data, operational updates, and ad hoc support for marketing and due diligence needs
- Coordinate with third-party service providers, such as fund administrators, to ensure data integrity and process efficiency
- Collaborate with Our client’s software engineering team to enhance automation and enhance the firm’s enterprise performance data infrastructure and tools
Qualifications
- 2 years of experience in investor reporting, client service, or performance analytics at a hedge fund, asset manager, or similar financial institution
- Demonstrated ability to produce accurate and client-ready investor reporting and performance analysis
- Strong comfort with large data sets, reporting systems, and tools used in financial operations
- Excellent written and verbal communication skills, including experience collaborating across internal teams and with external providers
- Intermediate to advanced Excel skills required
- Eagerness to work with diverse teams
- Bachelor's degree in a quantitative field or related applied experience
We are an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable laws. All qualified applicants will receive consideration for employment without regard to any protected status.
Salary : $58,000 - $100,000