Full-time
Portfolio Reporting Manager
Posted by Robert Half Management Resources • Boston, MA, United States
About the Role
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:
• Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
• Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
• Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
• Review and reconcile financial reco...
Responsibilities:
• Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
• Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
• Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
• Review and reconcile financial reco...
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