Investor Reporting Specialist

Job overview

The Investor Reporting Specialist role is listed as onsite in New York, NY, with estimated annual compensation of $140,000–$185,000. Career Launch AI’s talent network helps candidates pursue investor relations and reporting opportunities. The role supports investment and investor relations teams by preparing accurate investor materials, validating fund data, coordinating reporting cycles, and translating portfolio performance into clear communications.

What you'll do

• Prepare investor reports, performance summaries, NAV statements, and portfolio commentary
• coordinate with fund administrators and accounting teams to validate data
• maintain reporting calendars and distribution workflows
• support investor communications, presentations, inquiries, and data requests
• ensure consistency in disclosures and performance metrics
• support compliance reporting
• analyze fund and portfolio data
• contribute to process improvement and automation.

What we're looking for

Skills & competencies

investor reporting

investor relations

fund reporting

performance reporting

nav statements

portfolio analysis

fund accounting

compliance reporting

excel

powerpoint

new york ny

career launch ai

Work arrangement

• Weekend coverage required

Why this role

The posting describes a sample role commonly found through the Career Launch AI Talent Network; actual openings may vary by employer and reporting complexity.

About the employer

Career Launch AI is hiring for this role. Industry: Employment Placement Agencies. Sector: 56.