Senior Associate, Portfolio Reporting & Client Service
Listed on 2026-11-05
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Finance & Banking
Financial Reporting, Portfolio & Asset Management
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
Our team is growing, and we are hiring a Senior Associate, Portfolio Reporting & Client Service in Denver, CO, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Associate, Portfolio Reporting & Client Service role in the description above.
We appreciate your interest in this position.
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