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Performance Reporting Senior Associate

captrust · Tampa | US-NC-Raleigh | US-TX-San Antonio, FL, US

External listingFull-timeabout 1 month ago

About The Role

WHO are we looking for? CAPTRUST is seeking a Performance Reporting Specialist who will be responsible for working in the PARis reporting platform to set up and monitor accounts and integrating acquired firms’ performance reporting within the CAPTRUST reporting environment, focusing on Private Asset funds. The Specialist will partner with client service professionals, financial advisors, operations team members in addition to external vendors and custodians to research, troubleshoot, and resolve any issues that may arise. Primary responsibilities may include the following, among others:

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