Remote Investor Reporting Analyst Jobs

Experience developing interactive reporting that supports management decision making

Experience utilizing SSRS or similar SQL based applications a must

Experience with Tableau, Salesforce or similar tools a plus

Comfort in assembling/manipulating large amounts of data for use in analysis/reporting

Highly organized and detail oriented. Capable of effectively prioritizing concurrent deliverables and deadlines

Demonstrated ability to work in deadline-oriented environment managing multiple priorities

Experience developing interactive reporting that supports management decision making

Experience utilizing SSRS or similar SQL based applications a must

Experience with Tableau, Salesforce or similar tools a plus

Comfort in assembling/manipulating large amounts of data for use in analysis/reporting

Highly organized and detail oriented. Capable of effectively prioritizing concurrent deliverables and deadlines

Demonstrated ability to work in deadline-oriented environment managing multiple priorities

Begin to act as a liaison between our operations and end user managers

Professional oral and written communication skills

Strong analytical and problem solving skill

Financial and/or service experience preferred

Responsible for overflow inbound calls for multiple fund clients

Processes or escalates 2nd level requests received as necessary

Work on reporting gap analysis creating BI Publisher reports where requirements cannot be met with out-of-the-box OTBI reports.

Minimum Education/Major: Bachelor’s Degree in Information Systems, Computer Science, Business Administration, or other related major.

Collaborate with workstream subject matter experts and leads to create functional reporting specs that accurately document required functionality.

Work with implementation partners to define and build custom OTBI and XML reports with Oracle HCM Cloud.

Support unit testing and user acceptance testing for Oracle HCM Reporting raising/fixing any potential bugs found.

Provide guidance to the creation of end user training ensuring functionality of reports are understood when documentation is created.

Attend and take detailed notes at weekly Asset Management meeting.

2-4 years of applicable work experience in private equity (preferably with real estate managers).

Proven track record in project management and meeting deadlines.

Work closely with Accounting, Finance, Investment, and other HCP teams to assemble investor reports and other investor communications.

Manage the preparation and assembly of Annual General Meeting (“AGM”) materials.

Manage the firm overview presentation and periodic updates.

Obtains well-rounded knowledge about available data sources within organization.

Develops solutions within available databases to meet the request specifications.

Recognizes outliers, anomalies and is capable of illustrating and numerating the outcomes.

Creates rapport with requestors, actively listening and encouraging them to bring forth questions.

Challenges requestor’s wants to get to the “need” and establishes reasonable project expectations.

Builds output with both speed and accuracy.

Manages work, timelines, and sets stakeholder expectations

5+ years of experience in Tableau Dashboard Development

4+ years of experience acquiring data from multiple data sources for use by Tableau data visualization

2+ years of Alteryx experience

Experience working with various data sources to include Relational Databases (e.g. MS SQL Server, Oracle, DB2)

Hands-on experience with SQL Server development

Collaborate with cross-functional teams to identify reporting requirements and develop solutions

Strong analytical and problem-solving skills

Experience with reporting and visualization tools such as Tableau or Power BI

Excellent communication and presentation skills

Competitive salary and benefits package

Flexible work schedule and remote work options