Atlas Search
Investor Reporting, Analyst
New York, New York, US
Role snapshot
Atlas Search is hiring a Investor Reporting, Analyst on a full-time basis. This is an on-site role based in New York, New York, US.
- Company
- Atlas Search
- Location
- New York, New York, US
- Work mode
- On-site
- Job type
- Full-time
- Experience
- 4+ years
- Pay listed
- $100,000 - $180,000
- Posted
- Nov 1, 2026
Who this role suits
Practitioners with a few years behind them who can work independently, make trade-offs and help newer teammates.
How to prepare your application
- Prepare examples of decisions you drove, how you measured the result, and how you worked with other teams.
- Be ready to discuss trade-offs and scope, not only the tools you have used.
- Read what Atlas Search publishes about its product or team, so you can say clearly why this role and this company.
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About the role
Our client, an alternative investment manager in New York, is hiring an Investor Reporting Analyst to produce accurate, on-time performance and portfolio reporting for its investors. This is a reporting and data role, not a marketing or fundraising seat. You will work alongside the investment, operations, accounting, legal, and compliance teams and gain broad exposure to the business.
Location : New York, New York (5 days/week onsite)
Compensation : $100,000 to $180,000
What You'll Do
- Build monthly investor reports and fund-level performance summaries covering returns, positioning, and firm updates
- Produce capital call and distribution materials with the accounting and operations teams
- Create standardized and custom performance and portfolio reports for investors and internal teams, keeping figures consistent across every deliverable
- Prepare data, charts, and backup for monthly investor calls, along with senior management talking points
- Reconcile reported figures against the fund accounting and performance platforms, and work with operations and finance to resolve breaks
- Supply AUM, performance, and portfolio figures for DDQs and diligence requests, working with compliance and legal
- Track and answer investor reporting requests, document each interaction, and keep each investor's records and reporting preferences up to date
- Streamline reporting workflows and increase automation with the data, operations, and investment teams, including new templates and dashboards
What We're Looking For
- Bachelor's degree in finance, accounting, economics, or a related field
- 4+ years of investor, performance, or financial reporting or fund accounting experience with an asset manager or fund administrator (or a comparable firm)
- Working knowledge of NAV, IRR, MOIC, net returns, and capital accounts
- Strong Excel skills are a must
- Meticulous about accuracy and the quality of your work product
- Analytical problem solver who can explain the numbers clearly
- Communicates clearly and works well across teams while following set processes
- Takes ownership of and accountability for deliverables and processes
- Highly organized, with the ability to manage competing priorities against tight deadlines
Preferred
- VBA, Python, or other coding experience
- Experience with AI tools
The Environment
An alternative investment manager based in New York, NY. This position is fully on-site, five days a week.