Investment Reporting Associate, Private Wealth

Key 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.
• 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.

Qualifications

• 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.

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.

Founding Principles

• Unwavering Integrity - be ethical in everything you do.
• Tenacious work ethic - Always be prepared and one step ahead.
• Selfless Service - Act with selflessness, caring humility and passion.
• Strong Leadership - Do what is right, and not just what is easy.
• Devotion to Education - Be committed to personal client continued education.

Culture

• Foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally.
• Believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence.
• Individuals who take pride in the quality and integrity of their work, and who understand that every detail, no matter how operational, plays a role in delivering exceptional client service.

Equal Opportunity Employer

The Coury Firm is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, religion, gender, age, disability, or any other protected status.