Position Overview
Description We are looking for a Portfolio Reporting Manager to join a financial services organization in Boston, Massachusetts on a Long-term Contract basis. This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The position offers a blend of reporting, valuation support, and process enhancement work, with an expectation of working on site 2-3 days per week.
Responsibilities:
β’ Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
β’ Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
β’ Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
β’ Review and reconcile financial reco...