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Investor Reporting Associate

Company: VirtualVocations
Location: Oakland
Posted on: February 4, 2025

Job Description:

A company is looking for an Associate, Investor Reporting.



Key Responsibilities

Approve system-generated reporting and manage communication with clients regarding commercial real estate loans
Prepare and deliver cash remittance and reporting requirements for assigned portfolios accurately and timely
Perform quality control on completed products and recommend process improvements


Qualifications/Requirements

Bachelor's degree in finance/accounting, business, or equivalent experience
5+ years of relevant industry experience, preferably in a Senior Analyst or Analyst role
0 - 2 years of experience in reconciliations and financial/investor reporting preferred
Experience with Excel, including multiple formulas and macros
High degree of professionalism and ability to manage multiple priorities independently

Keywords: VirtualVocations, Cupertino , Investor Reporting Associate, Advertising , Oakland, California

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