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.

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