Investment Reporting Associate, Private Wealth

The Coury Firm • Pittsburgh, PA

137d

About The Position

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.

Requirements

• Bachelor's Degree, with two or more years related experience.
• Knowledge of wealth management portfolio reporting systems required, Envestnet Tamarac is preferred.
• Schwab or other custodial platform experience is preferred.
• Knowledge of industry rules and regulations.
• Possess professional verbal and written communication skills, including ability to interface in a professional, cordial, and confident manner.
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities.
• Demonstrated ability to consider how back-office operations influence the overall client experience
• Maintain discretion in handling confidential information.
• Ability to collaborate effectively and work well within a team structure.
• Ethically driven with an unwavering client commitment.
• Proficient in Microsoft Office Suite - Excel, Outlook, PowerPoint, Word, OneNote

Responsibilities

• Support the data cleansing and maintenance of account and security setup in the reporting system to reinforce consistent and accurate reporting.
• Oversee the administration and ongoing maintenance of reporting structures, including accounts, household groups, templates, and dashboards.
• Review and resolve data exceptions from our reporting system, ensuring accuracy and completeness.
• Reconcile client accounts, including alternative investment reporting and non-brokerage transactions.
• Execute manual performance snapshots and data inputs as required for customized reporting.
• Partner with the Managing Director of Investment Operations and the Manager of Investment Reporting to implement and maintain seamless data integration with custodians, Client Relationship Management (CRM) systems, Document Management System (DMS) platforms, and other third-party tools.
• Serve as the secondary point of contact for reporting-related inquiries and provide expert-level support with the Manager of Investment Reporting for escalated or complex reporting issues.
• Collaborate cross-functionally on special projects and initiatives, demonstrating flexibility and a team-oriented mindset.
• Foster a positive, collaborative, and client-focused environment.
• Maintain an awareness of how data accuracy, reporting timeliness, and communication impact the client experience, and proactively support teams in delivering client-centric service

Benefits

• Competitive base salary with performance-based bonus opportunities
• Comprehensive medical, dental, and vision insurance
• 401(k) plan with company match
• Paid time off (PTO) and paid holidays
• Continuing education and professional development support (e.g., CFP/CPA/Series 65/66 prep and renewals)
• Life and disability insurance
• Opportunities for career advancement within a growing, entrepreneurial firm
• Collaborative, team-oriented work culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level