Portfolio Reporting Analyst

About the role

CodeVertex Operations is seeking a Portfolio Reporting Analyst to support data quality, analysis, reporting, documentation, and operational insights. This remote role requires dependable execution, clear communication, strong attention to detail, and consistent handling of business information.

Responsibilities

• Collect, review, validate, and organize data from approved business sources.
• Prepare recurring reports and identify patterns, exceptions, or quality issues.
• Maintain clear documentation for data definitions, processes, and reporting logic.
• Support data cleanup, reconciliation, and quality-control activities.
• Communicate findings clearly to internal stakeholders.

Qualifications

• Relevant experience or transferable skills aligned with the Portfolio Reporting Analyst role.
• Strong written communication, organization, and attention to detail.
• Ability to work independently in a remote environment and meet deadlines.
• Comfort using spreadsheets, documentation tools, and role-relevant systems.
• Ability to handle sensitive information responsibly where applicable.

Skills

• Data Analysis
• Data Validation
• Data Cleaning
• Data Entry
• Spreadsheet Management
• Microsoft Excel
• Data Quality
• Data Accuracy
• Reporting
• Data Interpretation

This 100% remote posting is open to candidates throughout the United States.