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Financial Reporting

Reporting Associate: Family Office Investment Reporting

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: New Republic Partners
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Reporting
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment management firm in Charlotte, NC, is looking for a Reporting Associate. The candidate will lead the creation of high-quality financial reports, requiring strong analytical skills and experience with platforms such as Black Diamond or Addepar. This role focuses on delivering accurate data insights and collaborating with multiple teams to meet client needs. Ideal candidates will have 2–3 years in financial reporting, particularly serving high-net-worth families, and exhibit a detail-oriented mindset in a fast-paced environment.
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Position Requirements
10+ Years work experience
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