Associate, Investment Reporting

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

This role supports the firm’s Englewood, NJ office.

Qualifications: Bachelor’s degree. Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel. They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands. At the same time, the candidate must be engaged in learning and growing and be motivated to take on new challenges. Strong verbal and written communication skills are important to the role. Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred.

Job Description: Reporting is an integral part of client success and more than numbers and calculations! The right person will hit the ground running, mastering all internal and external systems while championing best practices. Utilize your keen attention to detail and investigative thinking to identify inconsistencies and correct them. Maintain proactivity while juggling competing priorities and leverage new technologies to improve efficiency. Growing into the role you will ultimately support and train others while problem solving matters big and small.

Job Responsibilities: Aid the Reporting Team in all manners of operations through investigating Client Advisory Team inquiries, project management, database and systems clean-up, as well as various administrative duties for the department. Source data from available systems (Salesforce, Performance Reporting platforms, custodians) to contribute to the assessment and project planning. Prepare and disseminate internal communications, document processes and procedures, and successfully deliver to the staff.

Act as a resource to staff across the Firm by addressing performance and interested party related questions and assisting client teams in onboarding new clients. Develop an in-depth understanding of the functions of other departments and how we work together to deliver timely, accurate reports to our clients. Adopt, implement, and promote Pathstone best practices. Proactively communicate challenges and ask questions, as needed.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.