Portfolio Reporting Manager

Responsibilities

• Cook up quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
• Inspect valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
• Generate foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
• Check and reconcile financial records and transaction-level details to confirm accuracy across reporting outputs.
• Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner.
• Create presentation materials and reporting packages for leadership teams and investor audiences.
• Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records.
• Support valuation-related workflows and provide documentation for audit and review processes as needed.
• Engage in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements.

Requirements

• Demonstrated experience in financial reporting within the financial services industry.
• Knowledge of SEC reporting and annual financial reporting practices.
• Familiarity with earnings-related reporting concepts, including EPS.
• Ability to analyze financial information and identify inconsistencies in reported data.
• Strong attention to detail when reconciling transactional and portfolio-level information.
• Proficiency in preparing reporting materials and presentations for senior stakeholders.
• Experience working with financial reporting systems or databases; exposure to Investran or Chronograph is an advantage.

Benefits

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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