• Investment Reporting Analyst

    PrincePerelson & Associates (Salt Lake City, UT)


    Investment Reporting Analyst

     

    Salt Lake City, UT - Hybrid

     

    We’re partnering with a well-established, boutique financial services firm that provides tailored investment and advisory solutions to a highly selective client base. Known for their collaborative culture and long-term client relationships, this firm is growing and looking to bring on an Investment Reporting Analyst to support critical reporting, data integrity, and operational initiatives.

     

    About the Role

     

    This is an exciting opportunity to join a high-performing team where your work directly impacts both internal strategy and the client experience. You’ll be responsible for ensuring clean, accurate financial data and reporting across client portfolios, assisting with platform maintenance, and supporting portfolio management teams with data-driven insights.

    Key Responsibilities

    + Maintain and validate custodial and investment data across reporting systems

    + Assist in configuring and maintaining account details and security-level attributes

    + Prepare, review, and distribute client reports (performance, allocations, and cash flow summaries)

    + Reconcile data across platforms, with a particular focus on alternative investments

    + Collaborate with internal stakeholders to support portfolio reviews and custom reporting

    + Support process improvements by leveraging business intelligence tools and automation

    What We're Looking For

    + 2–3 years of experience in finance, investment operations, or a related analytical role

    + Bachelor's degree in Accounting, Finance, or similar field

    + Experience working with financial reporting systems (Addepar or comparable tools preferred)

    + Strong Excel skills and the ability to adapt quickly to new software

    + Detail-oriented with a high standard of accuracy

    + Strong communication and problem-solving skills

    + Proactive, collaborative, and excited to grow within a tight-knit, high-performing team

     

    Why This Role?

     

    This is an ideal opportunity for someone looking to grow in a fast-paced, professional environment that values precision, curiosity, and long-term career development. You’ll have exposure to sophisticated investment portfolios, work alongside seasoned professionals, and play a key role in supporting client success.

     

    _PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States._