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Investment Reporting and Portfolio Management Expert
hace 1 mes
About EMAPTA
At EMAPTA, we're redefining the future of outsourcing. As a trusted partner to high-growth companies, we deliver customized solutions that empower them to scale with confidence.
Our client-centric approach ensures efficiency and innovation, with a stellar retention rate that speaks volumes about our commitment to excellence. Whether it's back-office optimization, cutting-edge data analytics, or dynamic marketing support, we help businesses transform big ideas into lasting success stories.
Salary Estimate:$65,000 - $80,000 per year, depending on location and experience.
Job Description: Investment Reporting Specialist
You will be responsible for harnessing the power of the Orion platform to deliver tailored and accurate investment performance reports. This role combines your expertise in portfolio management and financial operations with hands-on Orion experience. You'll create insightful analyses, ensure data accuracy, and provide customized solutions that meet and exceed client expectations.
Your Key Responsibilities:
- Manage and maintain the Orion investment reporting software for accurate and timely reporting.
- Customize and generate performance reports that align with client and organizational needs.
- Troubleshoot and resolve technical issues by collaborating with internal teams or Orion support.
- Create detailed and visually appealing investment performance reports.
- Analyze portfolio performance, holdings, and transactions to provide actionable insights.
- Ensure all reporting complies with industry standards and regulatory requirements.
Your Qualifications:
- Proficiency in using the Orion investment reporting software.
- Strong analytical and problem-solving abilities.
- Exceptional attention to detail and capacity to handle complex data sets.
- Familiarity with portfolio performance metrics and financial analysis.
- Knowledge of compliance standards within the financial services industry.
Why Choose EMAPTA?
- We offer a 5-day work week, weekends off, and a remote work arrangement.
- You'll have access to a fully-customized laptop and peripherals, as well as career growth opportunities.
- We foster a diverse and supportive work environment, with direct exposure to our clients.
- We're committed to your professional growth, with free upskilling through Emapta Academy courses.
