... for UHNW families * Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency * Assist in building scalable reporting ...
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... for UHNW families * Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency * Assist in building scalable reporting ...
Uhnw Assistant information
See Decatur, GA salary details
$25.9K - $33.9K
7% of jobs
$41.9K is the 25th percentile. Wages below this are outliers.
$33.9K - $42K
18% of jobs
$42K - $50.1K
17% of jobs
The median wage is $54.1K / yr.
$50.1K - $58.2K
16% of jobs
$58.2K - $66.3K
12% of jobs
$73.3K is the 75th percentile. Wages above this are outliers.
$66.3K - $74.3K
6% of jobs
$74.3K - $82.4K
8% of jobs
$82.4K - $90.5K
7% of jobs
$90.5K - $98.6K
2% of jobs
$98.6K - $106.6K
1% of jobs
$106.6K - $114.7K
5% of jobs
$25.9K
$65K
$114.7K
How much do uhnw assistant jobs pay per year?
As of Jun 27, 2026, the average yearly pay for uhnw assistant in Decatur, GA is $64,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $79,100.00 per year, depending on experience, location, and employer.
What is the difference between Uhnw Assistant vs Private Banker?
| Aspect | Uhnw Assistant | Private Banker |
|---|---|---|
| Credentials | Financial certifications, client management skills | Financial certifications, client relationship expertise |
| Work Environment | Support role in wealth management firms or private banks | Direct client interaction, wealth advisory |
| Employer & Industry | Private banks, wealth management firms | Private banks, financial advisory firms |
| Search & Comparison Intent | Understanding support roles in wealth management | Client relationship management in private banking |
The Uhnw Assistant primarily supports high-net-worth individual services within wealth management firms, focusing on administrative and client support tasks. In contrast, a Private Banker directly manages client relationships, providing personalized financial advice. While both roles require financial certifications and industry experience, the Uhnw Assistant typically works behind the scenes, whereas the Private Banker interacts directly with clients to grow and retain their wealth.
What are popular job titles related to Uhnw Assistant jobs in Decatur, GA? For Uhnw Assistant jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Uhnw Assistant jobs in Decatur, GA look for? The top searched job categories for Uhnw Assistant jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Uhnw Assistant jobs? Cities near Decatur, GA with the most Uhnw Assistant job openings:
Full-time
Posted 6 days ago
Job description
POSITION SUMMARY
The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation.
DUTIES & RESPONSIBILITIES- Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets
- Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems
- Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation
- Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return
- Investigate and resolve discrepancies in valuation, pricing, and transaction data
- Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families
- Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency
- Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting
- Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms
- Contribute to data governance and documentation of reporting methodologies and procedures
QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Accounting, or a related field preferred.
- Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office
- Direct experience with private market investments and related reporting requirements
- Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts
- Proficiency in performance measurement, including IRR and cash flow-based return methodologies
- Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems)
- Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred
- Advanced Excel skills required; experience with data tools or automation is a plus
- CIPM designation preferred (or progress toward certification)
- Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus
- Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred
- Demonstrated professionalism, discretion, and respect for confidential matters
WORKING CONDITIONS
- Limited travel as business needs necessitate
- Long periods of sitting utilizing a computer
- 100% onsite
About Oxford Financial Group
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Carmel, IN, US
Year founded
1981