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Partner with Olo’s CFO to lead the strategic planning process, inclusive of organizing offsites, creating an OKR process across the company, and creating clear reporting frameworks. Work with the CFO, CEO, and Head of Investor Relations on preparing for Earnings Calls and investor events.
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Stay up to date on the latest Risk related news and trends across the financial services industry, markets, geopolitics, and have the thought space to anticipate potential impact(s) on the Firm. Have extensive engagement across a broad range of stakeholders, including Risk Executives, Investor Relations, Line of Business Controllers and Securities Exchange Commission and regulatory reporting teams.
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Can develop and implement innovative reporting strategies to provide actionable insights to stakeholders, using tools such as Tableau; Proficient in SQL and had experience with relational databases like someone with strong analytical and problem-solving skills with curiosity and passion for solving business problems.
$64 - $68 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Finance & Operations - assist in the structuring, execution and monitoring of investment transactions as well as the preparation of investor reportsTransactions & Investor Requests - interact with investors on a periodic basis and produce and analyze a variety of ad hoc analysisAccounting & Reporting - detail review of NAV, valuations, various credit facilities, shareholder activity, and financial statements.
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Create and update client portfolio reports (monthly/quarterly/ ad hoc); prepare ongoing and ad hoc investor data requests, fund performance queries and reports, while collaborating with Valuation, Fund Accounting and Investor Relations teams.
$125,000 - $150,000ExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Assist and manage quarterly investor reporting. 0-3 years of experience in fixed income, real estate, or investment management reporting. As an integral member of the team, the Analyst -or- Associate will support the Global Investors Group with investor relations/services, marketing materials, and due diligence efforts.
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Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement.
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Oversee all other matters of the fund from start to finish including onboarding, accounts receivable and payable processes, reporting, compliance/regulatory reporting, valuation, investor requests, internal reporting requests, etc.
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Ensure adherence to laws relating to leasing, including but not limited to Departments of Housing and Urban Development (HUD), Fair Housing, Americans with Disabilities Act (ADA) and Fair Credit Reporting Act.
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Experience in mergers and acquisitions and investor relations. Manage all aspects of financial operations, including cash management, investments, insurance, budgeting, and financial reporting.
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The Senior Fund Accountant will be responsible with the maintenance of the books and records of funds in accordance with U.S. GAAP. The role will work and collaborate with various departments within the firm, including Operations, Investor Relations, Management Reporting, Tax, and Legal and Compliance.
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Play an active and important role in pre-investment strategy research, manager investment and operational due diligence, and post-investment due diligence and reporting in Private Debt Fund investment business.
$115,000 - $130,000Full-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Top tier alternative asset manager with Private Equity, Credit, Real Assets seeking Investor Services Analyst to join robust team of 8 to help with onboarding new investors, performance reporting, managing relationship with service providers, and more.
$100,000 - $135,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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The role will sit with the financial reporting group and handle the firm's investor and legal entity financial reporting for its hedge fund and private fund vehicles. 2-4 years of experience in public accounting or in a reporting function at an investment manager, hedge fund, or other financial services.
$120,000 - $140,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Interface with stakeholders across the firm including, but not limited to, the Investment and Asset Management teams, Investor Relations, and Fund Accounting. The group's core focus is to provide financial planning, reporting, and analysis on behalf of the investment vehicles.
$125,000 - $185,000 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago
investor reporting jobs in New York, NY
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