Investor Reporting Analyst II - Private Investor
Investor Reporting Analyst II - Private Investor
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Job Description
About the Role
Are you a detail-driven analyst who loves diving into data solving financial mysteries and making reporting processes smoother and smarter
Join PMSI as an Investor Reporting/Investor Accounting Analyst II working on Private Investors where youll take on meaningful work that impacts our investor relationships and bottom line. Youll collaborate with brilliant teammates work with real data that drives decisions and help us raise the bar for accuracy compliance and performance..
If spreadsheets speak your language and you get a thrill from solving problems before they escalate this is your stage.
What Youll Do
- Perform the 7 Rs: Reporting Remitting Reconciliation Research Root Cause Identification Resolution and Remediation.
- Analyze investor-level data to ensure accuracy and flag cash exceptions before they become costly mistakes.
- Partner with clients and internal teams to provide insight offer solutions and implement action plans.
- Track performance metrics identify trends and explain variances that matter.
- Recommend and implement at least two process improvements per year automation communication flow reporting efficiency or something new!
- Mentor junior analysts and contribute to cross-team training and collaboration.
- Support investor compliance through timely accurate reporting and checklist completion.
What You Bring
- Strong Excel (pivot tables VLOOKUPs).
- Experience with ICE MSP.
- Understanding of investor reporting requirements and servicing guides.
- Excellent communication skills both written and verbal
- Analytical mindset with strong time management and problem-solving skills.
- Ability to work independently and collaboratively in a fast-paced deadline-driven environment.
Qualifications
- Bachelors degree in Finance Economics Math or a related field (GPA 3.5 preferred).
- 24 years of experience in Investor Reporting or Mortgage Servicing
- ICE MSP experience or knowledge of servicing systems
- Advanced degree preferred
Why Youll Love It Here
- Youll have real ownership over your work and your ideas will be heard.
- We celebrate continuous improvement collaboration and curiosity.
- Youll join a team thats smart driven and genuinely supportive.
- Youll be part of a company thats changing the way investor reporting is done through technology innovation and a little bit of fun.
Required Experience:
Manager
Employment Type
Full-Time
