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Robert Half Logo Robert Half · Finance

Portfolio Reporting Manager

United States, Boston Contract work · Job Posted June 28, 2026
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Job 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.

Job Responsibility

  • 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 records and transaction-level details to confirm accuracy across reporting outputs
  • Assist with fulfilling information requests from internal partners, auditors, and external stakeholders in a timely manner
  • Develop presentation materials and reporting packages for leadership teams and investor audiences
  • Maintain and update reporting data within internal platforms, including Investran and Chronograph, to preserve reliable records
  • Support valuation-related workflows and provide documentation for audit and review processes as needed
  • Participate in special projects focused on reporting efficiency, including AI-enabled automation and scalable process improvements

Requirements

  • Demonstrated experience in financial reporting within the financial services industry
  • Knowledge of SEC reporting and annual financial reporting practices
  • Familiarity with earnings-related reporting concepts, including EPS
  • Ability to analyze financial information and identify inconsistencies in reported data
  • Strong attention to detail when reconciling transactional and portfolio-level information
  • Proficiency in preparing reporting materials and presentations for senior stakeholders
  • Experience working with financial reporting systems or databases
  • exposure to Investran or Chronograph is an advantage

Nice to have

Exposure to Investran or Chronograph

What we offer

  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
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