Investor Reporting Analyst II - Private Investor

About the Role

Are you a detail-driven analyst who loves diving into data, solving financial mysteries, and making reporting processes smoother and smarter?

Join PMSI as an Investor Reporting/Investor Accounting Analyst II working on Private Investors, where you’ll take on meaningful work that impacts our investor relationships and bottom line. You’ll collaborate with brilliant teammates, work with real data that drives decisions, and help us raise the bar for accuracy, compliance, and performance..

If spreadsheets speak your language and you get a thrill from solving problems before they escalate, this is your stage.

What You’ll Do

• Perform the 7 R’s: Reporting, Remitting, Reconciliation, Research, Root Cause Identification, Resolution, and Remediation.
• Analyze investor-level data to ensure accuracy and flag cash exceptions before they become costly mistakes.
• Partner with clients and internal teams to provide insight, offer solutions, and implement action plans.
• Track performance metrics, identify trends, and explain variances that matter.
• Recommend and implement at least two process improvements per year, automation, communication flow, reporting efficiency, or something new!
• Mentor junior analysts and contribute to cross-team training and collaboration.
• Support investor compliance through timely, accurate reporting and checklist completion.

What You Bring

• Strong Excel (pivot tables, VLOOKUPs).
• Experience with ICE MSP.
• Understanding of investor reporting requirements and servicing guides.
• Excellent communication skills, both written and verbal
• Analytical mindset with strong time management and problem-solving skills.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Math, or a related field (GPA 3.5+ preferred).
• 2–4 years of experience in Investor Reporting, or Mortgage Servicing
• ICE MSP experience or knowledge of servicing systems
• Advanced degree preferred

Why You’ll Love It Here

• You’ll have real ownership over your work and your ideas will be heard.
• We celebrate continuous improvement, collaboration, and curiosity.
• You’ll join a team that’s smart, driven, and genuinely supportive.
• You’ll be part of a company that’s changing the way investor reporting is done through technology, innovation, and a little bit of fun.