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Financial Analyst Financial Reporting

Portfolio Reporting Analyst — Addepar Expert

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Element Pointe Family Office
Full Time position
Listed on 2026-01-05
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Salary/Wage Range or Industry Benchmark: 125000 - 200000 USD Yearly USD 125000.00 200000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Miami, FL, is seeking a Portfolio Reporting Associate. The role combines finance and technology with a strong focus on Addepar proficiency. Responsibilities include financial reporting, data aggregation, portfolio performance analysis, and client onboarding. Ideal candidates will demonstrate strong analytical skills, be well-organized, and have a foundational understanding of financial instruments. The position offers an entry-level opportunity in a full-time capacity, with an expected salary range from $125,000 to $200,000 per year.
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