AVP, Investor Reporting Job at Brewer Morris, Addison, TX

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  • Brewer Morris
  • Addison, TX

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

Job Tags

Holiday work,

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