Senior Analyst, Investment Reporting

Senior Analyst, Investment Reporting Department: Operations Employment Type: Full Time Location: Remote Reporting To: Director, Data Analytics and Reporting Description About ImpactAssets Services ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $4 billion in assets under management and an activated community of 1,900+ clients. ImpactAssets Services is an affiliate of ImpactAssets. Impact Assets also is the parent of ImpactAssets Capital Partners, PB LCC, thereby an affiliate of ImpactAssets Services. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.

• ImpactAssets Services is not a 501(c)(3) organization.

The Opportunity The Senior Analyst, Investment Reporting leads the end-to-end investment reporting function within the Data Analytics and Reporting team. This role combines hands-on execution with strategic responsibility for reporting delivery, process optimization, system governance, and cross-functional collaboration. The senior analyst ensures the accuracy, scalability, and sophistication of reporting outputs, with a particular focus on alternative asset data and the effective use of Addepar reporting functionality. If you have advanced subject matter expertise in investment management systems and can independently deliver impactful solutions that support both internal decision-making and client engagement, this role may be a great fit! This role is a full time, remote position and can work from anywhere in the US with standard business hours. As a remote, people-first culture, we care deeply about our team members’ connections to one another and as such, travel 2-3 times per year to company events will be required.

Key Responsibilities

Investment Reporting Execution & Oversight

• Own and manage the client and firm investment reporting pipeline, ensuring quality/timely reports for cyclical and ad-hoc deliverables.
• Develop and deploy advanced reporting deliverables leveraging functionality in Addepar (ImpactAssets’ investment management system), such as investment performance reporting, dashboards, templates, and custom views for both internal and external stakeholders.
• Ensure accurate representation of varied investment structures within reporting outputs.
• Serve as the escalation point for standard and complex reporting, applying deep technical and analytical expertise to solve new and existing challenges.
• Advise on investment reporting best practices and advanced use cases.

Stakeholder Relationship Management

• Build and maintain strong relationships with internal and external stakeholders, understanding their unique needs, to improve team efficiency and capability through reporting.
• Develop service level agreements (SLAs) for the investment reporting function in collaboration with stakeholders, taking full ownership of stakeholder relationships by ensuring expectations mutually agreed, understood, and met.
• Provide proactive, responsive support to stakeholders, maintaining a high standard of professionalism in all interactions.
• Solicit and incorporate stakeholder feedback to enhance reporting processes, templates, and delivery methods.

Investment Management System (IMS)

• Enhance and expand the front-office investment reporting portal, increasing functionality, analytical depth, and client adoption.
• Build, test, and maintain reporting templates, attributes, and dashboards, with a focus on alternative asset data and complex portfolios.
• Train colleagues on self-service reporting capabilities, promoting organizational efficiency and firm wide data fluency.
• Drive initiatives to automate recurring processes, reducing manual intervention and error risk.

Process Ownership & Continuous Improvement

• Design and implement reporting workflows that balance efficiency with quality control, especially in handling complex investment data.
• Establish standards and best practices for data governance within reporting outputs.
• Evaluate new reporting or changes to reporting that would generate value for stakeholders.

Strategic and Ad Hoc Support

• Serve as the back-up for operations systems administration.
• Lead reporting-related workstreams within larger systems or data projects; as well as support system implementation & systems integration data needs.
• Identify system gaps and collaborate with technology teams and vendors to design

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