About us
Caprock is a multi-family office that serves as the CIO and CFO for ultra-high-net-worth families. We advise on approximately $12 Billion in assets, with a particular focus on private investments. We work closely with successful families to bring order, structure, and intentionality to every financial decision through thoughtful long-term planning and wealth management. Caprock’s experience and thoughtful approach to all aspects of portfolio management assists the families we serve in achieving their long-term goals and objectives.
Caprock is privately owned with locations in San Jose, New York, Seattle, Newport Beach, Park City, Austin, Chicago, and Boise.
This job is on-site in our Boise office.
How you will spend your time:
In this role, you will be a key contributor to the team that aggregates and reconciles client account data across thousands of investments, including:
Updating custodial and alternative asset account values.
- Calculating and verifying account performance metrics.
- Establishing and maintaining automated data feeds.
- Providing data to enable monthly client billing.
- Collaborating with Client Advisors and Fund Managers to investigate any account. discrepancies.
Skills & Qualifications:
- Bachelor’s Degree in Finance, Business, or other related field required
- 2+ years’ relevant work experience.
- High attention to detail as this role handles precise handling of data.
- Proficient with Microsoft Office 365, with a focus on Excel.
- Strong time management, organizational, analytical, and problem-solving skills.
- Ability to stay engaged when working with data and reoccurring tasks.
What We Provide:
Caprock is committed to investing in its people and the communities we serve.
- base salary and bonus structure.
- to employee 401(k) plans.
- paid premium for health/dental/vision/life benefits.
- parking and phone reimbursement.
- paid holidays.
- Paid Time Off.
- more...
Caprock is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, or veteran status.