• TEKsystems (Dallas, TX)
    …of all cases/claims on a regular basis *Requests UPB removal on loans from Investor Reporting Department once the claim process has been completed *Assists in ... Default Claims, MSP, ms excel, FHA, FNMA, Private Label Claims, Blacknight, Investor Accounting, investor reporting Additional Skills & Qualifications… more
    Upward (07/23/25)
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  • Fay Servicing (Dallas, TX)
    …serve our customers and be the leader in our industry! We are currently looking for an Investor Reporting Analyst I to join our team! Reporting to the AVP, ... of experience with High School diploma/GED) required 3+ years' experience in Investor Reporting / Investor Accounting required Mortgage industry experience… more
    Upward (07/23/25)
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  • Blue Owl (Short Hills, NJ)
    …and calculations of all investor and capital activities; (vi) investor performance reporting ; (vii) tracking of all broker dealer economics/commissions; ... create the exceptional. To learn more, visit www.blueowl.com. Position Overview The Investor Operations team oversees: (i) investor and distribution syndicate… more
    Upward (07/06/25)
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  • Fay Financial (Tampa, FL)
    …of years of experience with High School Diploma/GED) required 3+ years' experience in Investor Reporting or Investor Accounting required 2+ years' experience ... Our Journey We are currently looking for a Client Reporting Analyst to join our team. Reporting ...Management, this position plays a vital role in supporting investor relations by preparing and delivering a comprehensive suite… more
    Upward (07/18/25)
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  • Golub Capital (Chicago, IL)
    …The BDC Fund Accounting Department is responsible for the financial and investor reporting associated with Golub Capital's Business Development Companies ... statements on Form 10Q or 10K, production of quarterly investor reporting ; support of annual external audits; forecasting fund performance, coordinating… more
    Upward (06/30/25)
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  • Waterton (Chicago, IL)
    …investors, joint venture partners, lenders, brokers and co-workers. Contribute to the investor reporting process, including annual business plans, monthly and ... experiences that exceed expectations, coupled with an unwavering commitment to Investor , Guest, and Resident service excellence. Overall, we are a collection… more
    Upward (07/16/25)
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  • SitusAMC (Plymouth Meeting, PA)
    …departments with shortages, advances, and forced placements. Prepare and ensure all reporting requirements are met, which can include investor remittance ... within Situs Asset Management (SAM) and will oversee daily operations and reporting obligations for our clients' portfolios of commercial real estate loans. This… more
    Upward (07/23/25)
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  • Leap Brands (Atlanta, GA)
    …and external stakeholders. Ensure compliance with accounting standards and regulatory requirements. Investor Reporting : Assist in the preparation of investor ... requires a deep understanding of fund accounting principles, accuracy in financial reporting , and the ability to navigate the intricacies of private equity financial… more
    Upward (06/29/25)
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  • Miller Cooper (San Francisco, CA)
    …including scenario modeling, capital allocation, and risk management. Drive board and investor reporting ; collaborate closely with private equity sponsors to ... Are you looking for that rare, career-defining opportunity to grow and scale an investor -aligned business, led by its founder? Are you excited to contribute in a… more
    Upward (07/20/25)
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  • NoGood (New York, NY)
    …AI, or startup tech companies preferred Experience with venture-backed companies and investor reporting a plus Technical Skills Strong proficiency in accounting ... forecasts to support business planning Prepare board-ready financial reports and investor materials Support fundraising efforts with due diligence preparation and… more
    Upward (07/14/25)
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  • J Harlan Group, LLC (New York, NY)
    …responsible for supporting portfolio/partnership fund accounting including Fund Accounting / Financial Reporting and Investor Reporting across the funds and ... at a prominent NYC Private Credit - Investment Manager. An exciting opportunity reporting directly to the Controller of this fast growing and dynamic investment… more
    Upward (07/16/25)
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  • Anchor Health Properties (Charlottesville, VA)
    …Accounting teams to ensure consistency between forecasting models and GAAP financial reporting . Help craft investor reporting materials, quarterly updates, ... stability. Provide ad-hoc financial analyses to support board-level decisions, investor requests, and strategic initiatives. Corporate Development & M&A: Evaluate… more
    Upward (07/01/25)
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  • Deloitte (Atlanta, GA)
    …vs. investor determination, and identifying necessary federal, international and state investor reporting . Managers in our Hedge Fund Tax practice perform ... detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Tax Manager build relationships as they… more
    Upward (07/15/25)
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  • William Vaughan Company (Maumee, OH)
    …companies. Advise on fund formation, partnership taxation, carried interest, and investor reporting , including complex allocation and distribution matters. ... Develop, mentor, and manage junior team members , fostering technical and professional growth. Build and maintain strong client relationships , serving as a primary point of contact and trusted advisor. Support business development efforts , including proposal… more
    Upward (07/27/25)
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  • Keller Williams Capital Properties (Washington, DC)
    …and cash flow management. *Manage AR/AP, commission disbursements, audit preparation, and investor reporting across all offices. *Serve as the point of ... operational sustainability. *Lead the development of operational dashboards and reporting frameworks to drive alignment between finance, executive leadership, and… more
    Upward (07/21/25)
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  • IPG Photonics (Marlborough, MA)
    …in materials processing, medical and advanced applications. We are seeking a Senior Investor Relations and Financial Planning & Analysis (FP&A) Analyst to play an ... collaborative team that encourages knowledge sharing and teamwork Position Overview: The Investor Relations (IR) / FP&A Analyst is a dual-function role that supports… more
    Upward (07/26/25)
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  • Alvarez & Marsal (Chicago, IL)
    …& Management (Funds & Management Company) Business Transformation Interim Management Investor Reporting Valuation Treasury Functions Operational Review and ... Improvement (eg, HR, Administration, Technology & Insurance) PROFESSIONAL EXPECTATIONS: Data Collection, Validation and Analysis Guide team members in information gathering approach and ensure all relevant sources of information are pursued Guide and lead… more
    Upward (07/01/25)
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  • Maharaja Enterprises LLC (Dallas, GA)
    About the job Investor Relations Specialist IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision ... funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Investor Relations Specialist to join our strong team. Our ideal candidate is attentive,… more
    Upward (07/03/25)
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  • Computershare (Columbia, MD)
    …base/compliance test calculations, asset sales/purchases, fundings, payment processing, intraday trading, investor reporting , and ad-hoc client requests. Some of ... the key responsibilities for this position may include: Administer and manage assigned deals, including actively managed portfolios Manage deals for large and complex clients with high portfolio activity or trade volumes and monitor the accurate and timely… more
    Upward (07/24/25)
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  • Oliver James (Chicago, IL)
    Job Title: Investor Relations & Ratings Associate Location: Chicago, IL (Hybrid) Employment Type: Full-Time A leading financial services organization is seeking a ... high-performing Associate, Investor Relations & Ratings to join its Corporate Finance...positioning and financial narratives Manage and maintain data and reporting systems that support accurate and timely communications with… more
    Upward (07/20/25)
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