Remote Portfolio Reporting Analyst

Join a Mission That Values Inclusion, Insight, and Integrity

Are you passionate about transforming complex financial data into meaningful stories that guide strategic decisions? Do you find fulfillment in shaping reporting practices that foster accountability, transparency, and trust? If yes, you might be the perfect fit for our Remote Portfolio Reporting Analyst position. With an annual salary of $73,261, this opportunity isn’t just another job—it's your chance to influence how investments are evaluated, communicated, and understood from anywhere in the world.

Here, we don't just talk about inclusive values—we live them. Our teams come from a spectrum of professional and personal experiences, and we genuinely believe that every unique perspective enriches our decision-making process. The role of Portfolio Reporting Analyst is designed not only to refine our reporting capabilities but also to invite fresh ideas into a collaborative, people-first environment.

What You'll Be Doing

Translate Portfolio Performance into Strategic Narratives

• Analyze investment portfolios across asset classes to produce precise, insightful, and client-friendly performance reports.
• Transform raw data into visually compelling summaries for internal stakeholders and client-facing teams.
• Develop quarterly, monthly, and ad-hoc reports to evaluate benchmark performance, risk-adjusted returns, and asset allocation.

Collaborate Across Functions

• Partner closely with portfolio managers, compliance officers, and operational leads to gather insights and interpret data accurately.
• Engage with marketing and client service teams to align data narratives with investor communications.
• Support internal audit teams by ensuring accuracy and consistency in all financial documentation.

Build and Optimize Reporting Frameworks

• Create and enhance automation processes to minimize manual effort and enhance reporting reliability.
• Implement quality control checks and version controls to ensure data integrity.
• Develop and maintain templates, charts, and presentation formats used across departments.

Work Environment That Nurtures Your Growth

We understand that remote work isn’t just a location—it’s a lifestyle. That’s why we’ve built a remote-first culture that celebrates autonomy while prioritizing real human connection.

• ✅ Diverse Team: Work with global colleagues who bring rich, multicultural experiences to every project.
• ❤️ Inclusive Workplace: We support team members of all identities and life paths, from working parents to recent graduates.
• 🌟 Continuous Learning: Whether you're exploring advanced Excel automation or brushing up on portfolio theory, our learning stipends and internal workshops will support your goals.
• ☕ Virtual Coffee Chats: Our monthly "coffee circle" program randomly pairs you with teammates to encourage informal conversations and deeper connections.

The Tools of Your Trade

You’ll have access to advanced tools that empower your daily workflow and enhance the precision of your reporting.

• Data visualization tools like QlikView, Zoho Analytics, or Looker
• Excel with complex modeling, pivot tables, and macros
• SQL or other database query tools for extracting large datasets
• Portfolio accounting and reporting software (Advent, Aladdin, or similar)
• Document collaboration tools like SharePoint, Confluence, and Google Workspace

Who Thrives in This Role

We’re not just looking for a skillset—we’re searching for a mindset. The ideal candidate strikes a balance between technical rigor and storytelling finesse, while also aligning with our values of compassion, inclusion, and mutual respect.

Required Qualifications

• At least three years of hands-on work in investment reporting, portfolio analytics, or investment operations
• Strong familiarity with investment concepts such as NAV, performance attribution, and benchmarking
• Adept in Microsoft Excel, with working knowledge of databases and financial modeling tools
• Ability to distill complex data into digestible visuals and narratives
• Demonstrated history of meeting deadlines in a remote or hybrid environment

Preferred Qualities

• Experience working with multi-manager or global portfolios
• Exposure to ESG reporting frameworks or responsible investing metrics
• Background in investor relations or financial communications
• An approachable communication style with a strong sense of empathy
• Passion for data transparency and equity in finance

Your Next Career Chapter Starts Here

Every successful team is built on a sense of belonging, and that belief guides everything we do. From the moment you join us, you'll be part of a supportive environment that invests in your growth, values your voice, and celebrates your individuality.

We are proud to be a workplace that values equity and diversity at every level, where everyone can thrive. If you need accommodations at any stage of the application process, please don’t hesitate to let us know.

Ready to Take the Next Step?

Bring your unique talents to a team that genuinely cares. Apply today to become our next Remote Portfolio Reporting Analyst and help redefine how investment performance is shared with the world, not just as numbers, but as narratives that matter.