Investment Reporting Associate, Private Wealth
REPORTS TO
The Investment Reporting Associate will report directly to the Manager of Investment Reporting, or their designee.
POSITION SUMMARY
We’re looking for a detail-oriented and collaborative Investment Reporting Associate to join our Private Wealth Team. In this key role, you’ll help ensure the accuracy and integrity of investment performance data, act as a go-to expert for performance reporting systems, and support our firm’s commitment to excellence, integrity, and client service.
You’ll play a vital role in the timely and accurate delivery of investment reporting, manage multiple priorities with precision, and partner closely with colleagues across departments. This position offers the opportunity to contribute to a broad range of wealth management services, including investment strategy, tax planning, financial planning, risk management, and estate planning.
You’ll work alongside a team of dedicated professionals—Advisors, Investment Operations, Client Service Associates, and Senior Management—helping to deliver exceptional service and personalized financial solutions to our clients.
KEY RESPONSIBILITIES:
QUALIFICATIONS:
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