Reporting Associate: Family Office Investment Reporting

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. #J-18808-Ljbffr