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HNW Portfolio Reporting Specialist

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Matter Family Office
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Financial Reporting
  • Accounting
    Financial Reporting
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below

Matter Family Office in Denver is seeking a Portfolio Reporting Analyst to manage client accounting data and deliver timely reports for high-net-worth families. You will work with data teams to ensure complete, accurate portrayals of each client’s financial position and collaborate with investment managers to verify transactions in performance reports.

The role requires a bachelor’s degree in accounting or finance and 2+ years in financial reporting, with experience in Addepar and Arch.

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