Reconciliation Analyst assisting with account reconciliation and analysis at Fiserv. Collaborating with cross - functional teams to implement solutions and drive positive change.
About the role
- Senior Analyst supporting Torchlight Asset Management team overseeing private real estate investments across various asset classes and performing complex analytical reporting.
Responsibilities
- Assist in monthly and quarterly analytical reporting processes;
- Actively engage and coordinate deliverables with Asset Management teams;
- Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;
- Compile aggregation and review of investment-level cash flows into fund models;
- Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;
- Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
- Lead compilation of responses for due diligence responses and review for accuracy;
- Communicate effectively with other groups within Bellwether to advance team projects/goals;
- Identify and implement process improvements;
- Perform ad-hoc financial analyses, including special projects, at the request of management.
Requirements
- A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.
- Advanced in Excel and PowerPoint skills.
- Experience with Salesforce, Tableau, and iLevel is a plus.
- Client-facing experience preferred.
Benefits
- Employer-paid Medical, Dental & Vision, with buy-up options available
- Flexible Spending Account, Health Savings Account
- Carrot Fertility Benefit - $10,000 lifetime benefit
- 401k company match 4%, immediately vested
- Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
- 14 weeks Maternity Leave & 12 weeks Parental Leave
- Wellbeing program offerings
- Cell phone reimbursement
- Engaging team events & holiday parties
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