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Investment Analyst

VirtualVocations
Kenosha, WI Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 5/14/2025

A company is looking for an Investment Reporting Analyst.Key ResponsibilitiesProduce and manage recurring investment reports for various stakeholdersPerform month-end portfolio performance procedures and ensure accurate reportingCollaborate with marketing, legal, and compliance teams to maintain external reporting standardsRequired QualificationsBachelor's degree in Finance, Accounting, Economics, or related fieldMinimum of 2 years of relevant work experiencePrior experience with GIPS, performance, and attribution is preferredUnderstanding of investments, including fixed income and derivativesAdvanced Excel skills and experience with data visualization tools are required

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