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Family Office Client Services – Reporting Analyst
Job in
Brockton, Plymouth County, Massachusetts, 02411, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Retail
Financial Reporting, Financial Analyst
Job Description & How to Apply Below
- Assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices
- Working directly with Relationship Managers and 3rd party advisors
- Handling all client inquiries and resolving issues related to reporting
- Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
- Collaborating with various parts of the organization to resolve client issues
- Working with internal groups to integrate systems and workflows
- Identifying trends and recommending process improvements to increase efficiency
- Collaborating with an internal performance team to reconcile accounts in eMoney
- Working in complex data sets to identify and resolve data and calculation discrepancies
- BS/BA degree with 2+ years of relevant work experience with Private and Alternative Investments and eMoney software
- Advanced proficiency in Excel and Power Point
- Experience with Addepar, Navigator, First Rate and Sungard Add Vantage a plus
- 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 to ensure accuracy
- Working knowledge of performance analysis concepts
- Ability to identify, elevate, and resolve problems/issues
- Avid learner willing to develop subject matter expertise on new software
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