Hybrid Investor Reporting Manager

Posted 2 hours ago

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About the role

  • Investor Reporting Manager responsible for client performance reporting and analytics at a machine learning company. Collaborating with internal and external teams to enhance data infrastructure and service processes.

Responsibilities

  • Oversee production and delivery of all investment and operational processes and reporting, including but not limited to monthly, quarterly, and annual fund performance reports, firm-level due diligence content and data and regulatory reporting in collaboration with the Compliance team
  • Deliver best-in-class client service, ensuring timely and accurate responses to investor requests for data, marketing materials, operational updates, and other ad hoc queries
  • Collaborate with key external service providers (i.e., fund administrators, 3rd party risk aggregators) to ensure the company's data is accurately captured and reflected in the marketplace
  • Partner with the company's software engineering team to drive automation efforts and enhance the firm’s enterprise performance data infrastructure and tools

Requirements

  • 5+ years of experience in the investment management industry
  • Proven experience producing investor-facing reporting and performance analytics
  • Comfort and familiarity with large data sets and systems
  • Excellent communication skills, with the ability to build and maintain relationships with internal teams and external service providers
  • Demonstrated experience managing individuals and small teams
  • Eagerness to work with diverse teams
  • Bachelor's degree in a quantitative field or related applied experience
  • Ability to travel regularly to our Berkeley office if working remotely

Job title

Investor Reporting Manager

Job type

Experience level

Mid levelSenior

Salary

$93,000 - $113,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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