Investor Reporting Manager

Puerto Rico
Permanente
Tiempo completo

Hace 2 meses

Job DescriptionOur client ir a cutting-edge company in machine learning serve as the cornerstone for our success in applying rigorous data-driven techniques to financial markets. Investor Reporting Manager will be responsible for providing the company's clients with timely performance reporting, quantitative risk analytics, due diligence materials, and other service requirements. The successful candidate will leverage a combination of financial acumen, project and people management expertise, and sound business judgment to deliver best-in-class performance data, insights, and operational service. This role will help drive a transformation of the company performance reporting capabilities as we expand our current product offering and seek to enhance our level of partnership with clients. Reporting to the Director, Client Service & Portfolio Structuring, the successful candidate will have the opportunity to work closely with senior leadership including the Head of Investor Relations and Business Development and other key cross functional stakeholders on business-critical projects. This role is a means to make a difference: the data infrastructure, analytics, and service processes you lead will directly enhance the company's leading position in the world of quantitative finance.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

Equal Employment Opportunity Statement
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.

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