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Director of Performance Reporting

Top Stack
Norristown, PA Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 5/8/2025

A highly prestigious investment management firm is seeking a Director of Performance Reporting that will oversee and enhance relationships with partners, deliver detailed investor reporting, and support the evaluation and performance monitoring of investment portfolios.

RESPONSIBILITIES / COMPANY HIGHLIGHTS :

Manage the quarterly preparation, review, and dissemination of quarterly and annual investor reports and investor capital account statements.

Support the Global Investor Group ("GIG") in responding to recurring and ad-hoc supplemental requests for operational and financial information by investors, the consulting community, and other interested external parties.

Coordinate and review capital call, distribution, and redemption communications with investors.

Coordinate investment portfolio and valuation reviews with team members.

Firm is growing exponentially offering exceptional room for learning and growth.

Generous compensation and benefits package.

QUALIFICATIONS :

BS from an accredited university in a business-related field

5 years of relevant experience in performance / investor reporting

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