Investment Reporting Analyst
3 weeks ago
About the Role
Apollo Global Management, Inc. is seeking a highly skilled Investment Reporting Analyst to join its Insurance Solutions Group International (ISGI) Investment Reporting Team. This team provides critical support to insurance clients and portfolio companies managed by Apollo, and the successful candidate will play a key role in the preparation of investment reporting, portfolio monitoring, and investment performance calculation.
Key Responsibilities
- Assist in the preparation of investment decision information and bespoke analyses, utilizing strong data management skills to gather and transform data from multiple source systems.
- Ensure data quality through oversight, standardization, governance, and automation, utilizing tools like Collibra or in-house built SQL queries.
- Apply analytical skills to solve complex business problems and identify common themes and solutions, analyzing reported investment numbers to flag modelling issues and data inconsistencies.
- Provide support for ISGI's weekly, monthly, and quarterly portfolio monitoring processes and ongoing analytics to track the strategic asset allocation and performance.
- Produce routine portfolio performance reports, including AUM calculations and risk analytics, with a focus on process improvement and automation.
Requirements
- A minimum of 3-7 years of experience in a Financial Services or Asset Management industry.
- Proficiency and exposure across liquid fixed income markets and synthetic derivative instruments.
- Experience of independently performing detailed analysis that highlights portfolio risk and deep understanding of financial modelling.
- Proficient in data management/manipulation, data analysis, reporting, presentations, and database management (advanced excel & VBA, Power Point, SQL, Python).
- Excellent organizational skills, flexibility to balance multiple tasks simultaneously, and capacity to work in a fast-paced and high-pressure team environment.
About Apollo Global Management, Inc.
Apollo Global Management, Inc. is a leading global alternative investment manager with a commitment to delivering innovative investment solutions to its clients. With a focus on three investing strategies - yield, hybrid, and equity - Apollo seeks to provide its clients with excess return at every point along the risk-reward spectrum. The company's patient, creative, and knowledgeable approach to investing aligns its clients, businesses, employees, and the communities it impacts, to expand opportunity and achieve positive outcomes.
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