Associate/Senior Associate - Reporting Skills - Asset Management

Remote $165k–$230k senior English ANY 2 months ago full-time quality 8.3/10
ExcelBI tools
  • Support preparation of recurring portfolio performance reports and leadership materials.
  • Consolidate financial and operational data into structured reporting formats.
  • Maintain and update reporting dashboards and analytics tools.
  • Perform variance analysis and commentary on portfolio developments.
  • Ensure data accuracy and timeliness across reporting outputs.
  • Assist in preparation of materials for internal governance processes.
  • Contribute to enhancement of reporting frameworks.
  • 2–7 years of experience in asset management, portfolio reporting, or finance.
  • Strong analytical skills with comfort handling complex data sets.
  • Experience preparing structured reporting materials for senior stakeholders.
  • High proficiency in Excel and presentation tools; familiarity with BI tools is a plus.
  • Detail-oriented and execution-focused with a strong sense of ownership.
  • Ability to coordinate across teams and communicate clearly in a global environment.
  • Fintech/Digital asset experience is a plus.

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