Job Title: Associate, Investor Reporting
FLSA Status: Exempt, Salaried
Location: New York, NY
Worksite Status: Hybrid / Onsite
What the role looks like We are seeking an Associate, Investor Reporting to join our Strategy, Planning & Analytics function. This role is based in our New York City office and reports directly to the Vice President of Strategy, Planning & Analytics.
This role serves as a key strategic partner in investor relations and financial reporting, responsible for delivering accurate, insightful, and impactful reporting to investors, ownership groups, and senior leadership.
What you will do - Produce, maintain, and continuously improve investor-facing reports, board materials, and financial presentations, ensuring accuracy, clarity, and alignment with investor expectations.
- Lead preparation of quarterly board materials and ownership reports; serve as a primary point of contact for investor and ownership questions, ensuring timely and accurate responses.
- Translate complex operational and financial data into clear, concise narratives and visuals that are accessible to both financial and non-financial audiences.
- Collect, clean, and analyze a broad range of internal and external financial and operational data - including macroeconomic indicators and market comparables - to identify trends, risks, and opportunities.
- Benchmark portfolio performance against external market data and industry comparables to provide context for ownership and investor decision-making.
- Build and maintain complex financial models and forecasts; take ownership of data integrity across reporting tools and systems (e.g., Excel, PowerBI, MRI, Yardi).
- Proactively identify opportunities to streamline, automate, and improve reporting processes and products to increase efficiency and accuracy.
- Manage the investor reporting calendar, ensuring all deliverables are completed on schedule and meet quality standards ahead of distribution.
- Partner with cross-functional teams including Operations, Accounting, etc. to gather data, validate assumptions, and support reporting and analytical activities.
Who you are - Someone who believes in being a good neighbor by fostering collaboration, respect, and shared accountability
- Curious and solutions-oriented, always looking for better ways to solve problems and improve how we work
- A strong communicator who can bring people together, navigate complexity, and build alignment across teams
- Results-driven and accountable, with a track record of delivering meaningful outcomes and following through on commitments
- Adaptable and resilient, comfortable making decisions and driving progress in a fast-moving environment
- Someone who leads with heart, takes ownership, and never walks past a problem that needs solving
- Organized, energized, and motivated by the opportunity to make a lasting impact on people, teams, and communities
Your skills and experience - Bachelor's degree (preferably in finance, economics, accounting, engineering).
- 3 to 5 years of relevant experience.
- Strong understanding of financial / data management.
- Outstanding analytical, problem-solving skills and attention to detail.
- Excellent writing / communication skills; ability to influence and communicate with various stakeholders.
- Ability to produce top quality deliverables, prioritizing under tight deadlines.
- Drive for continuous improvement and ability to change; a desire to grow and take on ever increasing responsibility.
- Strong Excel, modeling skills required; data visualization / programming skills a plus.
What we offer:Base Salary: $120,000 - $130,000
Exact compensation may vary based on skills, experience & location.
A full slate of benefits:
- Family care benefits like parental leave, adoption assistance and fertility reimbursement.
- Personalized development programs with our dedicated L&D team.
- 401(k) plans and matching (with no vesting period), life and AD&D benefits, ID theft coverage, financial planning and legal advice, will creation, and tax prep assistance.
- A range of medical, dental and vision plans (of course)
- Short/long term disability, flexible/health savings accounts and commuter benefits.
- Mental and emotional support services like ginger and Headspace, which provide access to guided workouts, meditations, music and more.
Be you, so we can be us together At Beam Living, we believe our differences make us stronger. We want you to be you, because diverse perspectives, experiences, and backgrounds help us build better teams, stronger communities, and a workplace where everyone feels they belong.
