Corporate & Investment Bank - Control Manager - Analytics - Associate

The Corporate & Investment Bank - Control Manager - Analytics - Associate at ORIX USA is responsible for essential reporting and management of equity funds. Key duties include delivering quarterly investor reports, reviewing fund performance, managing tax returns, and coordinating audits. You will also maintain communication with various teams and investors, ensure compliance with regulations, and provide insightful analyses to contribute to our strategic objectives.

To qualify for the Corporate & Investment Bank - Control Manager - Analytics - Associate role at ORIX USA, candidates typically require a minimum of five years of relevant finance or accounting experience. Skills in analyzing financial statements, excellent communication abilities, and proficiency in Microsoft Suite applications are essential. Experience with LIHTC is a plus, along with a proactive approach to continuous improvement in reporting efficiencies.

The Corporate & Investment Bank - Control Manager - Analytics - Associate plays a crucial role within the Investment Management team at ORIX USA. This position functions as a bridge between investors and various departments. You will help coordinate critical reporting and analyses that inform strategic decision-making, ensuring alignment across teams and contributing to overall fund performance.

At ORIX USA, the work environment is collaborative and dynamic. The role of Corporate & Investment Bank - Control Manager - Analytics - Associate incorporates a hybrid work model, providing flexibility to balance in-office and remote work. Our culture emphasizes teamwork, continuous improvement, and a supportive atmosphere that prioritizes employee well-being and work-life balance.

At ORIX USA, career development is a priority for the Corporate & Investment Bank - Control Manager - Analytics - Associate. Employees benefit from a culture of continuous learning, with opportunities to pursue training and development initiatives. You will receive regular feedback and support from leadership, enabling you to grow within the organization and advance your finance career.

When answering this question, focus on specific experiences where you've analyzed financial statements in past roles. Highlight your ability to identify trends, discrepancies, or compliance issues. Use examples that showcase your analytical skills and attention to detail, emphasizing how your findings contributed to decision-making or strategic planning.

Demonstrate your organizational skills by sharing specific strategies you employ to prioritize tasks. Discuss how you assess the urgency and importance of each task, utilizing tools such as calendars and project management software. Provide an example of a past situation where you successfully managed competing deadlines and delivered quality results.

Share a specific example of a challenging instance in investor relations. Explain the context, the stakeholders involved, and the obstacles you faced. Highlight the communication strategies you deployed and any innovative solutions you implemented to resolve the issue, focusing on the positive outcome and any lessons learned.

Discuss the tools you are proficient in, mentioning specific software for reporting, database management, or financial analysis. Share your experiences in utilizing these tools to streamline processes and enhance reporting accuracy, reinforcing your tech-savviness and ability to leverage technology in your role.

Outline your approach to handling difficult information requests from investors. Discuss how you would communicate transparently, gather the necessary data, and set realistic expectations regarding delivery timelines. Highlight the importance of maintaining trust and relationship integrity while ensuring the request is met as effectively as possible.

Emphasize the importance of both verbal and written communication skills in this role. Discuss your ability to adapt your communication style based on your audience, whether investors, team members, or external partners. Provide examples illustrating how effective communication has benefited your previous projects or professional relationships.

Share a concrete example where your attention to detail led to recognizing a compliance issue in financial reporting or operations. Describe the steps you took to investigate and resolve the issue, including any collaboration with relevant departments. Position yourself as proactive and detail-oriented, showcasing the positive outcome of your actions.

Reflect on the evolving landscape of finance and investment management, touching on challenges like regulatory changes, technological advancements, and evolving investor expectations. Offer insights on how to navigate these challenges through continued learning and adaptability in your role.

Discuss your proactive approach to staying informed on relevant regulatory changes, whether through industry publications, professional networks, or ongoing training. Highlight your commitment to continuous education and how you utilize this knowledge to enhance your work and maintain compliance.

Share specific techniques you’ve used to improve reporting efficiency, such as automation tools, streamlined workflows, or collaboration software. Provide examples of past successes in reducing time spent on reporting tasks while maintaining accuracy, illustrating your focus on continuous improvement in your role.