The Financial Reporting Analyst will assist in the preparation, analysis, and review of financial reporting deliverables, including SEC filings such as 10-Ks and 10-Qs, as well as internal financial reports and performance summaries. The role involves XBRL tagging, drafting financial statement footnotes, and supporting internal controls. This is an excellent opportunity for a candidate looking to grow their technical accounting and reporting experience in the investment management industry.

Key Responsibilities:

• Assist with the preparation and review of SEC filings (10-K, 10-Q, 8-K), ensuring compliance with U.S. GAAP and SEC requirements.

• Tag financial statements and footnotes using XBRL software, applying the correct taxonomy.

• Support the drafting and maintenance of footnote disclosures and related documentation.

• Contribute to the development of monthly and quarterly internal management reports and financial performance packages.

• Perform financial analyses and assist with variance explanations and trend reporting.

• Collaborate with internal departments including accounting, compliance, legal, and investor relations.

• Maintain documentation to support internal controls and SOX compliance.

• Monitor changes in accounting standards and disclosure requirements and assist with implementation.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or CPA track preferred.

• 1–3 years of experience in financial reporting, public accounting, or related field.

• Knowledge of U.S. GAAP and SEC reporting standards.

• Experience with XBRL tagging tools (e.g., Workiva, Donnelley) preferred.

• Strong attention to detail, organizational, and analytical skills.

• Proficiency in Microsoft Excel; familiarity with reporting or ERP systems is a plus.

• Effective written and verbal communication skills.

Preferred Qualifications:

• Background in investment management or financial services.

• Exposure to 10-K/10-Q preparation and internal financial reporting.

• Experience with cloud-based financial reporting tools (e.g., Workiva).

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance