Senior Investment Reporting & Client Relations Specialist

Family Office Opportunities; Austin (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Family Office Opportunities in Austin, TX seeks an Investment Reporting & Client Relations Senior Associate to own Addepar-based reporting, data management, and client deliverables. You will work with portfolio data, reconciliations, and performance reporting for sophisticated families and their advisors.

The role requires strong analytical skills, ability to communicate clearly with clients, and a proactive approach to process improvement, automation, and cross‑functional collaboration with

Qualifications

• Bachelor's degree in finance, accounting, business, or related field.
• 5–7 years in RIA, family office, wealth management, or investment firm.
• Hands-on Addepar experience for portfolio data and reporting.
• Strong Excel and data analysis capabilities; familiar with Power Query/BI and SQL.

Responsibilities

• Own Addepar-based investment reporting and data management.
• Prepare recurring client performance reports and meeting materials.
• Reconcile data with custodians, fund administrators, and ledgers.
• Support client onboarding and cross-functional reporting needs.

Skills

Addepar experience

Investment reporting

Data reconciliation

Client communication

Attention to detail

Ownership

Education

Bachelor's degree in finance or related field

Tools

Excel

Power Query

Power BI

SQL

APIs

Canoe

Job description

Family Office Opportunities in Austin, TX seeks an Investment Reporting & Client Relations Senior Associate to own Addepar-based reporting, data management, and client deliverables. You will work with portfolio data, reconciliations, and performance reporting for sophisticated families and their advisors.

The role requires strong analytical skills, ability to communicate clearly with clients, and a proactive approach to process improvement, automation, and cross‑functional collaboration with