Full-Time Data and Reporting Manager

• Investor Reporting: Lead the end-to-end quarterly/half-yearly investor reporting process.
• Collaborate with investment, finance, legal, and investor relations teams.
• Review quarterly fund and portfolio returns calculations.
• Support investor relations team in drafting materials.
• Develop bespoke reporting materials for key limited partners.

• Portfolio Engagement and Reporting: Establish and maintain communication with finance directors.
• Conduct quarterly financial review calls with portfolio company finance teams.
• Oversee data collection and tracking of key financial and performance metrics.
• Organize and prepare discussion materials using advanced analytics and data visualization.
• Lead quarterly portfolio review (QPR) process.
• Champion the portfolio reporting platform (Standard Metrics).
• Onboard new portfolio companies to Standard Metrics.

Provide accurate fund and portfolio company data for regulatory reporting.

Process Improvement & Technology Integration:

• Continuously evaluate and enhance reporting processes using AI tools and automation software.
• Collaborate with technology vendors and internal teams to optimize reporting systems.
• Stay current with AI developments.

• Bachelor's Degree in business, finance, accounting, or related field.
• 8-10+ years of relevant industry experience.
• Expertise in process management and financial planning & data analysis (FP&A).
• Track record of process improvement and operational efficiency initiatives.

• Independent work capabilities with ability to meet deadlines.
• Strong analytical and financial modeling skills.
• Exceptional attention to detail and quality control mindset.
• Excellent written and verbal communication skills.
• Proactive, solutions-oriented approach.
• Strong desire to integrate with the technology and startup community.
• Adaptability and continuous learning mindset.

• Experience with portfolio reporting platforms (Standard Metrics or similar).
• Familiarity with venture capital/private equity fund structures.
• Experience in communication with senior finance professionals.
• Proficiency with AI tools and platforms.
• Experience with data visualization tools.
• Professional qualifications (CPA, CFA, or similar) preferred.
• Remote work experience.

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