Investment Reporting Associate

Tarvos Talent is looking for a Reporting Associate in downtown Austin. This role is a fantastic opportunity for someone who has experience with investment reporting or working with high net worth individuals.

Responsibilities:

-Investment Reporting

-Report Preparation

-Prepare and review personal financial statements, investment performance reports, personal cash flow statements, and other types of reports for clients.

-Client Communication

Requirements:

• Experience in a single-family, multi-family, or investment advisory reporting function
• Able to organize data from multiple systems into attractive reports
• Intellectually curious to investigate variances between multiple systems
• Driven and cares about the work
• Strong in excel

Please reach out to esteiner@tarvostalent.com or call 737-220-1192 for immediate and confidential consideration.