A company is looking for an Investment Reporting and Valuations Analyst.
Key Responsibilities
Prepare recurring investment reports and materials for stakeholders
Support reporting for alternative and private market assets, including data gathering and checks
Assist with the valuation process, including validations and reconciliation of market data
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field preferred
0-3 years of relevant experience, including internships or academic projects
Exposure to investment concepts and financial reporting
Prior experience in reporting or investment valuation is beneficial but not required
Willingness to learn and expand technical capabilities, including tools like PowerBI and SQL
Investment Analyst • Houston, Texas, United States