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Alternative Investment Reporting Associate at Focus Partners Wealth - ApplyBlast

Alternative Investment Reporting Associate

Focus Partners Wealth

3 months ago

4.0 on Glassdoor

St. Louis, Missouri, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Alternative Investment Reporting Associate ensures data accuracy across the firm’s alternative investment reporting ecosystem, handling document management, data updates, and reconciliations. The role supports client reporting, billing, and management-level reporting through detailed processing, audit, and coordination with internal and external stakeholders.

Responsibilities

Process and maintain alternative investment data across reporting ecosystem
Perform daily reconciliations and resolve discrepancies
Support quarterly and recurring reporting cycles

Skills

Qualifications

Bachelor's degree in finance, accounting, business administration, or a related field

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.