Reporting Associate

Location: Charlotte, NC - in office role

About Us

New Republic Partners (NRP) is a multi-family office and investment firm founded by a group of seasoned investment professionals and two prominent southeastern families, the M.C. Belk Pilon and Springs-Close-Bowles families.

Headquartered in Charlotte, NC, with offices in Raleigh, NC;
Richmond, VA;
Pawleys Island, SC; and Denver, CO, NRP serves high-net-worth families across the country. Our approach integrates bespoke portfolio construction with holistic wealth planning, family governance, and philanthropic advisory services. Clients gain institutional-caliber investment access and are supported by the collective expertise of a seasoned team with experience across global asset management, family offices, endowments, OCIO platforms, and both public and private market managers.

Position Overview

We are seeking a Reporting Associate to lead the creation and delivery of high-quality financial and investment performance reports for our clients. The ideal candidate has experience in a family office or RIA setting, understands the unique needs of high-net-worth families, and is proficient with platforms such as Black Diamond and/or Addepar. Strong analytical skills, attention to detail, and experience with performance reporting and alternative investments are key to excelling in this role.

• Coordinate the production and timely delivery of quarterly, annual, and ad hoc financial reports for clients.
• Oversee data aggregation from custodians, investment platforms, and internal systems into our reporting platform (Black Diamond), ensuring data integrity and accuracy across all sources.
• Facilitate performance reporting and analysis for both client advisory portfolios and the firm’s alternative investment vehicles, ensuring accuracy and reconciliation across asset classes.
• Collaborate with client service, investment, and finance teams to incorporate financial data into clear, client-ready reports.
• Review reporting materials for accuracy and clarity, tailoring presentation and insights to each client’s unique needs.
• Conduct data audits, resolve exceptions, and ensure report quality and reliability.
• Enhance reporting systems, templates, and processes to improve automation, scalability, and customization.
• Serve as a subject‑matter expert on reporting tools and platforms and act as the primary liaison with external reporting vendors and service providers.
• Maintain compliance with all regulatory, data security, and confidentiality requirements.

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
• 2–3 years of experience in financial reporting within a family office, multi‑family office, or RIA serving high‑net‑worth clients, or with a reporting platform provider such as Black Diamond or Addepar.
• Proven ability to provide reporting on complex investment portfolios, complex entities and intergenerational wealth structures.
• Strong working knowledge of portfolio management and performance reporting systems, including Black Diamond, Addepar, or comparable platforms.
• Experience working directly with alternative investments, including limited partnerships, feeder funds, fund‑of‑funds, and SPVs.
• Exceptional attention to detail and accuracy.
• Strong analytical, organizational, and communication skills.
• Collaborative, team‑oriented approach with a client‑service mindset.
• Ability to manage multiple priorities in a fast‑paced environment.
• High degree of professionalism, discretion, and confidentiality.
• Proactive problem solver with a focus on continuous improvement.
• Ability to distill complex financial data into clear, client-ready insights.

Competitive base salary with performance based‑bonus potential
401(k) plan with employer contribution
Health/dental/vision insurance and FSA
Life and disability insurance

Please direct all resumes to ca

Entry level

Full-time

Investment Management