What are the responsibilities and job description for the Wealth Management Reporting Associate position at Atlas Search?
FINTECH / WEALTH TECHNOLOGY PLATFORM
Location: Stamford, CT
Compensation: $70,000 to $85,000
Leading financial technology platform supporting wealth managers, RIAs, family offices, asset managers, and financial institutions through data aggregation, reporting, and alternative investment technology solutions.
The firm operates in a fast-paced, highly collaborative environment focused on innovation across private markets and wealth management technology.
Job Title
Wealth Management Reporting - Associate
Position Summary
This role blends finance, technology, client service, and operational support, offering hands-on exposure to portfolio reporting, investment data management, wealth technology systems, and alternative investment reporting.
The ideal candidate will possess strong analytical and client-facing skills, along with experience supporting wealth management platforms, investment reporting systems, or portfolio operations.
Key Responsibilities
Portfolio Reporting & Data Analysis
- Analyze and explain portfolio performance results
- Perform account reconciliations and resolve breaks, cancels, and corrections
- Review private equity and hedge fund statements for system input and reporting purposes
- Support performance reporting and investment data integrity
Client Support & Onboarding
- Assist with client onboarding and account setup
- Provide day-to-day support for client issues and operational requests
- Build strong relationships with clients, custodians, and vendor partners
- Deliver training and support on reporting platforms and tools
Wealth Technology & Systems
- Configure financial software applications and reporting platforms
- Support data feed management and asset setup/classification
- Create custom client reports and reporting solutions
- Coordinate with technology vendors regarding system enhancements and data issues
Operations & Process Improvement
- Support operational workflows and controls
- Assist with process improvement initiatives and workflow optimization
- Work collaboratively across teams to ensure timely project completion and service delivery
Qualifications
- Bachelor’s degree required
- 1–5 years of experience in:
- Wealth management operations
- Investment operations
- Client service
- Performance reporting
- Portfolio analytics
- Experience with:
- RIAs
- Family offices
- Wirehouses
- Custodians preferred
- Strong understanding of:
- Financial instruments
- Alternative investments
- Portfolio reporting
- Performance calculations
- Strong Excel and PowerPoint skills
- Comfortable learning new software and technology tools
- Strong analytical, communication, and client-facing skills
Salary : $70,000 - $85,000