Investor Reporting Analyst
Company Summary:
We are currently partnered with a top-tier Engineering and Consulting firm looking to add an Investment Reporting Analyst to their team in Charlotte. This is a dynamic opportunity to work closely with the CEO and CFO, gaining deep exposure to investment operations, financial reporting, and strategic initiatives that support the firm's continued growth.
Investor Reporting Analyst Responsibilities:
This role is ideal for someone with a strong foundation in financial reporting, investment analysis, and preferably experience in project-driven industries such as engineering, construction, or consulting. Exposure to international trade treaties or cross-border investment structures is a plus, as the firm continues to expand its global footprint.
You'll have the chance to grow within a high-performing finance team, contribute to strategic decision-making, and help scale the firm's investment infrastructure as it evolves.
Preparing and analyzing investment performance reports across multiple portfolios and project-based assets
Supporting quarterly and annual reporting cycles for internal stakeholders and external investors
Assisting with capital allocation strategies, cash flow forecasting, and ROI tracking for engineering and infrastructure projects
Collaborating with finance, tax, and operations teams to ensure accurate reporting and compliance with trade and investment regulations
Helping evaluate new investment opportunities and contribute to due diligence efforts
Investor Reporting Analyst Qualifications:
Education:
Bachelor's degree in Accounting, Finance, Economics, or a related field
CPA or CFA designation preferred
Advanced degree (e.g., Master's in Finance or Accounting) is a plus
3-5+ years of experience in investment reporting, financial analysis, or project accounting
Strong proficiency in Excel (pivot tables, VLOOKUP, financial modeling) and PowerPoint
Ability to analyze and interpret complex financial data across multiple projects and entities
Expertise:
Prior experience in engineering, construction, or project-based industries highly preferred
Understanding of project lifecycle accounting, including WIP schedules, cost-to-complete forecasting, and capital expenditure tracking
Exposure to investor communications, including quarterly reporting, debt service coverage ratios, and audited financial statements
Knowledge of international trade treaties and their impact on cross-border investment structures is a strong plus
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.Â
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.