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© All Rights Reserved. ApplyBlast.com
Matter Family Office
The Portfolio Reporting Analyst is responsible for managing client financial data and delivering accurate, timely portfolio reports for high‑net‑worth individuals and families. The role involves maintaining information in Addepar, producing regular performance and net‑worth statements, and collaborating with investment managers and internal teams to ensure data integrity.
Our innovative family office services include investing, wealth planning, family learning, and high-touch project management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Matter Family Office.
Matter Family Office didn’t post a salary, so this is our estimate from similar listings.
5% above the average for this role
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