Alternative Investments & Investment Reporting Team Lead

The Alternative Investments & Investment Reporting Team Lead is a senior individual contributor responsible for leading the firm's alternative investment reporting function and ensuring the accuracy, integrity, and completeness of client-facing investment reporting within the Masttro wealth reporting platform. This role serves as the technical lead for alternative investment reporting, overseeing the validation, reconciliation, and maintenance of complex investment data across private equity, venture capital, hedge funds, private credit, real estate, and other private market investments. The Team Lead provides technical guidance, supports quality assurance and process improvement initiatives, and establishes reporting best practices across the team. The ideal candidate has strong expertise in alternative investments, partnership accounting concepts, investment documentation, and wealth reporting technology, with the ability to interpret partnership reporting—including Schedule K-1s and capital account activity—to validate investment data and ensure accurate client reporting. This role partners closely with advisors, client service teams, investment managers, fund administrators, custodians, external accountants, and technology providers to deliver comprehensive, accurate, and meaningful wealth reporting.
Known for its commitment to action and tangible results, Cozen O'Connor has rapidly grown to become one of North America's fastest-growing law firms. Offering full-service expertise in litigation, business law, and government relations, the firm serves a diverse clientele, including global Fortune 500 companies, growing middle-market firms, startups, and high-profile individuals. Established in 1970, Cozen O’Connor has more than 1,000 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and middle market companies, Cozen O’Connor services its clients’ needs through 35 offices across two continents. The firm is consistently ranked among the top 100 law firms in America and has received recognition from prestigious legal and business organizations such as Chambers & Partners, The American Lawyer, The Legal 500, and Best Lawyers. Cozen O'Connor is dedicated to excellence and strives to achieve the right results for its clients, no matter how complex or critical the legal challenges may be.


Cozen O’Connor is committed to fostering greater inclusion in the legal profession. We understand the organizational effectiveness that comes from welcoming and valuing differences within the firm, and we know that assembling a team with a breadth of perspectives and experience is necessary to provide the highest quality legal service. We encourage candidates to apply and join us in this effort.

Cozen O'Connor actively welcomes applicants who have previously left the workforce and are looking to return to their careers. Gaps in experience are not penalized.

Cozen O’Connor is an Equal Opportunity Employer, including disabled and veterans.