Investment Reporting Associate, Private Wealth
The Coury FirmHighlight
Summary
About the Role
About You
- Bachelor's Degree with two or more years of related experience.
- Knowledge of wealth management portfolio reporting systems.
- Experience with Envestnet Tamarac and Schwab or other custodial platforms.
- Strong organizational and time management skills.
Benefits
- Competitive base salary with performance-based bonus opportunities.
- Comprehensive medical, dental, and vision insurance.
- 401(k) plan with company match.
- Paid time off (PTO) and paid holidays.
- Continuing education and professional development support.
- Life and disability insurance.
- Opportunities for career advancement within a growing firm.
- Collaborative, team-oriented work culture.
The Coury Firm is a privately held multi-family office and strategic business advisory platform dedicated to addressing the critical unmet needs where matters of wealth, business, and family intersect. Coury is responsible for advising on approximately 1 billion of investable client assets. With offices in Pittsburgh, PA and Los Angeles, CA, Coury serves select ultra-high-net worth individuals, families, and their business interests. Being a steward of multi-generational wealth for over 38 years, Coury distinguishes itself through its demonstrated ability to solve complex problems for its clients, navigate family dynamics across many generations, develop bespoke planning strategies, and build resilient investment portfolios across public and private markets. The Coury Firm also serves as a private investment office and a dedicated CIO for family offices and institutions. Coury represents a community of prominent and influential leaders that includes a global network of exclusive families, entrepreneurs, companies, and institutions. Through these meaningful relationships, Coury has a deep ecosystem and footprint within the key areas that impact families and their business interests. Coury’s shared experiences from working with many prominent families around the world brings a unique perspective that creates an advisory experience that is truly differentiated in the marketplace.