Job Description

AVP, Investor Reporting

Location: Addison, TX (Hybrid)

Compensation : $110,000–120,000 base + bonus

Benefits : Comprehensive benefits including medical, dental, vision, life, disability, 401(k) with match, generous PTO, paid holidays

Great opportunity to join a growing financial services platform as the AVP of Investor Reporting. This is a highly visible position, responsible for delivering accurate and timely reporting to institutional investors, managing performance metrics, and leading critical process improvements across the platform.

Why This Role

• Partner with executive leadership to shape investor reporting strategy and influence financial operations across the business.
• Lead a team responsible for communications and deliverables to key institutional stakeholders.
• Join a company undergoing transformation and expansion, offering strong upward mobility and ownership of key initiatives.

Responsibilities

• Lead and mentor the investor reporting team, fostering a high-performance culture
• Oversee custodial account reconciliation, exception management, and reporting timelines
• Track and manage Agreements and KPIs to ensure operational accuracy and compliance
• Collaborate cross-functionally with legal, finance, and internal stakeholders to review contracts and implement investor pricing/reporting requirements
• Drive strategic initiatives to streamline processes, implement new systems, and enhance reporting capabilities

Requirements

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience)
• 5+ years of relevant experience in investor reporting, accounting, or financial operations
• Experience leading teams within a fast-paced financial services environment
• Excellent project management, analytical, and communication skills
• Strong attention to detail, ability to manage competing deadlines, and a proactive, solutions-driven mindset

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