Investment Reporting Associate
About The Position
ACM has an immediate opening for an Investment Reporting Associate. This role reports directly to the Managing Director of Investment Operations and partners closely with portfolio managers, as well as the operations and accounting teams, to monitor the performance of a diverse portfolio of complex investments and deliver both routine and ad hoc reporting. The ideal candidate has strong quantitative skills, with a focus on accuracy and process improvement. This role requires adaptability, attention to detail, and the ability to work independently, and take ownership in a fast-paced environment. We are seeking a proactive problem solver with strong analytical skills who can navigate complexity and drive process enhancements.
Requirements
- Minimum 4+ years of relevant experience, preferably with exposure to complex fixed income assets (e.g., structured credit, private credit, real estate)
- Advanced Excel skills; data analytics and programming experience a plus
- Experience developing reporting templates, frameworks, and processes
- Strong attention to detail and organizational skills, with the ability to manage multiple priorities independently in a fast-paced environment
- Excellent written and verbal communication skills, with the ability to work cross-functionally
- Self-starter with a strong work ethic, professional integrity, and a team-oriented mindset
- Strong academic background
- Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Nice To Haves
- data analytics and programming experience a plus
Responsibilities
- Support the front office to perform analysis and prepare performance reports and other deliverables for current and prospective investors, senior management, and regulators
- Extract and analyze financial and performance data from internal and external sources; synthesize insights to support monitoring and reporting objectives
- Monitor data quality across investment management and accounting systems; support process automation and continuous improvement initiatives
- Collaborate with the front office and risk/analytics professionals to determine the proper booking and monitoring approach for new transactions, and establish post-closing surveillance procedures
- Manage fee invoicing process across multiple funds
Benefits
- Competitive compensation programs
- Employer-sponsored medical, dental, and vision insurance
- Paid Life & AD&D Insurance (for employees and families)
- Paid Disability Insurance (STD + LTD)
- Paid Parental Leave
- Paid Vacation and Sick Leave
- Paid Holidays
- Voluntary Supplemental Insurance
- Safe Harbor 401(k) plan with employer match
- And other benefits and perks!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
