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⏰ Full-time

Portfolio Reporting Manager

Robert Half Management Resources
Location 📍 Boston, United States
Posted 📅 June 17, 2026
Work Type ⏰ Full-time

Position Overview

Description We are looking for a Portfolio Reporting Manager to join a financial services organization in Boston, Massachusetts on a Long-term Contract basis. This role supports portfolio reporting, performance analysis, and data integrity efforts across a range of investment holdings while partnering with internal teams and external stakeholders. The position offers a blend of reporting, valuation support, and process enhancement work, with an expectation of working on site 2-3 days per week.

Responsibilities:
• Coordinate quarterly portfolio reporting activities by gathering, verifying, and updating information from portfolio companies to support accurate deliverables.
• Examine valuation packages and performance reports to help ensure completeness, consistency, and alignment with reporting standards.
• Produce foundational portfolio analytics and monitor performance indicators to highlight trends and support decision-making.
• Review and reconcile financial reco...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Boston, United States