Bennett Thrasher · 3 days ago
Investment/Reporting Analyst
Atlanta, GA
Full-time
Hybrid
Entry, Mid Level
1+ years expBennett Thrasher is a leading CPA firm in the U.S. that provides professional tax, assurance, consulting, and wealth management services. They are seeking an Investment/Reporting Analyst to support various analytical needs, conduct due diligence on fund investments, and contribute to client investment updates.
ConsultingInformation Technology
Responsibilities
Support the team in a variety of analytical needs, including the creation and improvement of reports, support of manager due-diligence and ongoing analysis, building and monitoring portals within client reporting software, and documenting various client entity data
Conduct thorough due diligence on existing and prospective fund investments, including analyzing fund strategy and composition, evaluating performance and attribution, interpreting key fund statistics, and reviewing prospectuses and other fund documents/ updates
Contribute to regular client investment updates, including quarterly distribution reports, annual financial statements, performance reports, and research updates
Manage clients’ alternative investments including subscription, capital calls, reporting, tax-prep, and communication
Support client service and business development teams as needed
Provide support for client onboarding of assets into reporting software
Assist in the production and review of presentations, and other deliverables
Assist Clients and team with reports as needed
Qualification
Required
An understanding of professional services and client service for high net-worth individuals
Strong interpersonal skills with an approachable and professional demeanor
Outstanding organization skills
Excellent verbal and written communication skills
The ability to handle and respond to multiple client demands in a timely manner
The ability to prioritize assignments and effectively manage their time
The ability to thrive in a fast paced and dynamic environment
The ability to be a team player but be able to work independently
Proficient in use of Microsoft Word, PowerPoint and Excel
Demonstrated written and verbal communication skills with an ability to convey complex ideas and solutions
Strategic and analytical thinker
Must have intellectual curiosity
Positive attitude and team player
Strong quantitative and analytical skills
Self-motivated, proactive, and able to multi-task
Willingness to work productively and cross-functionally as part of a small team
Preferred
Advanced Excel and data analytic skills
1-3 years of previous financial industry experience
Bachelor's degree with a preference for finance and strong academic performance
Adde par experience
Strong familiarity with, and interest in, investment concepts and financial markets and models
Company
Bennett Thrasher
Bennett Thrasher is the eighth largest Atlanta-based full-service certified public accounting and consulting firm.
201-500 employees
H1B Sponsorship
Bennett Thrasher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Ken Thrasher
Co-Founder
Richard A. Bennett
Co-Founder
Recent News
2025-09-23
Denver Business Journal
2024-12-11
Company data provided by crunchbase