Investor Reporting Analyst

A company is looking for an Investor Reporting Analyst II to join their team on a contract basis for 4-6 months. Key Responsibilities Manage daily and monthly activities for various investor portfolios, including remittances and reconciliations Prepare and review monthly investor reports and ensure timely completion of remittance wires Investigate and resolve investor issues while providing high-level customer service Required Qualifications High School Diploma or equivalent; Bachelor's Degree in Accounting or Finance preferred 2-4 years of Mortgage Servicing experience required; prior Investor Reporting experience preferred Advanced MS Excel experience required SQL or other database reporting experience preferred Knowledge of basic accounting principles and practices

Mar 12, 2025 - 14:13
 0
Investor Reporting Analyst
A company is looking for an Investor Reporting Analyst II to join their team on a contract basis for 4-6 months. Key Responsibilities Manage daily and monthly activities for various investor portfolios, including remittances and reconciliations Prepare and review monthly investor reports and ensure timely completion of remittance wires Investigate and resolve investor issues while providing high-level customer service Required Qualifications High School Diploma or equivalent; Bachelor's Degree in Accounting or Finance preferred 2-4 years of Mortgage Servicing experience required; prior Investor Reporting experience preferred Advanced MS Excel experience required SQL or other database reporting experience preferred Knowledge of basic accounting principles and practices