Business Insights Analyst II delivering insights and analysis to support TD Insurance's initiatives. Collaborating with business partners to drive strategic planning and decision - making.
About the role
- Investment Reporting Analyst focusing on portfolio monitoring and client reporting. Collaborating with internal groups at Pathway, a leading private market fund-solutions provider.
Responsibilities
- Analyzing financial statements of private equity partnerships, including a review of partnership portfolio company valuations and cash flows
- Preparing client reports and presentations
- Assisting with special reporting and research projects on an ad-hoc basis
- Updating and maintaining performance reporting on a quarterly basis
- Working with the Investment Teams, Marketing, and Client Services on analyzing the performance of Pathway’s portfolios and assisting with RFPs
- Researching and resolving data integrity exceptions across internal systems and reports
- Working on improving the efficiency of the monitoring and reporting process and developing additional reporting capabilities
Requirements
- 0-2 years of analytical experience in investment management, fund accounting, operations, audit, consulting, or other similar fields
- A bachelor’s degree in business, finance, economics, business economics, or a related field with a record of high academic achievement
- A strong interest in investments and the capital markets
- Strong quantitative and analytical skills
- Strong interpersonal, communication, and writing skills
- Exceptional attention to detail, strong organizational skills, and ability to prioritize and multitask
- Ability to fit into the firm's culture, which places significant value on teamwork, integrity, strong work ethic, and exceptional client service
- Proficiency in MS Office Suite products
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