Investment Reporting Associate, Private Wealth

Job Description

Job Description

Investment Reporting Associate, Private Wealth

COMPANY OVERVIEW
The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.

REPORTS TO

The  Investment Reporting Associate will report directly to the Manager of Investment Reporting, or their designee.

SENIORITY LEVEL

Associate

POSITION SUMMARY

We’re looking for a detail-oriented and collaborative Investment Reporting Associate to join our Private Wealth Team. In this key role, you’ll help ensure the accuracy and integrity of investment performance data, act as a go-to expert for performance reporting systems, and support our firm’s commitment to excellence, integrity, and client service.

You’ll play a vital role in the timely and accurate delivery of investment reporting, manage multiple priorities with precision, and partner closely with colleagues across departments. This position offers the opportunity to contribute to a broad range of wealth management services, including investment strategy, tax planning, financial planning, risk management, and estate planning.

You’ll work alongside a team of dedicated professionals—Advisors, Investment Operations, Client Service Associates, and Senior Management—helping to deliver exceptional service and personalized financial solutions to our clients.

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.
• Partner with the Managing Director of Investment Operations and the Manager of Investment Reporting to implement and maintain seamless data integration with custodians, Client Relationship Management (CRM) systems, Document Management System (DMS) platforms, and other third-party tools.
• 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 At The Coury Firm, we believe our people are our greatest asset. We offer a comprehensive and competitive benefits package designed to support your personal, professional, and financial well-being.

 
Our benefits include: 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

 
OUR CULTURE
At The Coury Firm, we foster a collaborative, entrepreneurial environment where team members are empowered to take initiative, think strategically, and grow both personally and professionally. We believe in a hands-on, client-focused approach rooted in trust, transparency, and excellence. 

We’re looking for 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.

Ready to take the next step in your career with a firm that values excellence, collaboration, and long-term growth?  Apply today!