Matter Family Office seeks a trusted leader to manage portfolio reporting for high-net-worth families. You will oversee monthly, quarterly, and annual financial reports, mentor analysts, and ensure consistent, high-quality outputs across the firm.
As deputy to the portfolio reporting leader, you will streamline data flows from Addepar and Arch, partner with clients’ investment managers, and drive improvements to reporting processes while upholding strict confidentiality and regulatory
#J-18808-LjbffrSenior Associate, Portfolio Reporting & Client Service in denver at Unknown Company
This position is listed as full time and onsite.