Family Office Client Services & Reporting - Addepar Analyst
$75,000–$85,000 year
Hybrid · New York City, New York, United States or Boston, Massachusetts, United States
Job Summary
The Family Office Client Services & Reporting - Addepar Analyst will assist in developing and providing custom consolidated reporting to high-net-worth clients and family offices, ensuring timely and accurate delivery. Responsibilities include running monthly and quarterly reporting, updating asset classifications, and reconciling accounts in Addepar. The role requires expertise in Addepar, strong communication and technical skills, as well as ability to analyze performance and financial reporting for private investments. The ideal candidate will be detail-oriented, able to meet tight deadlines, and capable of effectively resolving client inquiries.
Required Qualifications
- BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments
- Addepar experience preferred
- Advanced proficiency in Excel and PowerPoint
- Strong knowledge of performance and financial reporting
- Strong knowledge of private investments (private equity, venture capital, private real estate)
- Ability to analyze monthly performance returns and market value changes
- Strong written and verbal communication skills
- Excellent attention to detail, time management, and organizational skills
- Proactive self-starter
- Working knowledge of performance analysis concepts
Additional Requirements
- None
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