Manager – Reporting & Investment Strategy

Manager – Reporting & Investment Strategy

A global financial services leader is seeking a Manager of Reporting & Investment Strategy who will join the reporting team. This role is highly technical in nature and works closely across departments. If you have a strong understanding of credit instruments and private equity, have been working in asset management, banking, or a similar industry for 5+ years – this role could be a potential fit.
 

Who You Are:

• Bachelor's Degree in relevant field required; Master's Degree preferred.
• 5+ years of relevant industry experience (e.g., in investment banking, asset management, public accounting, financial services etc.)
• Strong data analytics experience (SQL, Power BI, Python).
• Experience with credit instruments, loans, bonds, private equity etc.
• Team-oriented, possess strong integrity and professionalism, and have a passion for developing and improving systems and processes.

What You'll Do:

• Be part of the Reporting team and work on global credit, senior loans, high yield strategies etc.
• Partner with the Investment Team, Product Specialists, and Accounting to create portfolio management dashboards and prepare client reports and prospect materials accurately and consistently.
• Deliver analyses, dashboards, and reports to the Investment Team and clients related to the positions invested by liquid credit strategies.
• Be a subject matter expert on these strategies, serving as a resource to the Investment Team, Product Specialists, Marketing Representatives, and Client Services.
• Collaborate across departments and organizations to deliver excellent results.

Why Work Here:

• The firm is a highly reputed and admired leader in its space.
• They have a unique investment strategy that has significant contributed to its years of success.
• Global leader with a strong presence all over the world.
• Work with world-class executives who will set you up for future success.

What does this position pay? 
Compensation is determined by several factors which may include skillset, experience level, and geographic location. 
The expected range for this role is a base of $105,000 to $125,000 per year, + Bonus and a robust Benefits Package . Please note this range is an estimate and actual pay may vary based on qualifications and experience.

Did I spark your interest and you think that you might be a good fit? Then please apply directly or send me your resume to sion@provenrecruiting.com for consideration.
We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Apply now!
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