Director of Investor Reporting

Company Description

Waycrest Wealth is a wealth management firm dedicated to providing personalized financial guidance that helps clients live with confidence, purpose, and joy. The firm focuses on equipping families for long-term success through tailored strategies and ongoing support. Waycrest Wealth serves as a lifelong partner, supporting multiple generations of clients on their financial journeys. Team members join a mission-driven organization that values trust, transparency, and enduring client relationships. Additional information and disclosures are available at waycrestwealth.com/disclosures. Role Description The Director of Investor Reporting is a full-time remote role responsible for overseeing the preparation, review, and delivery of accurate and timely investor reporting materials. This role manages the end-to-end reporting process, including performance reports, quarterly and annual statements, and ad-hoc investor communications. The Director will collaborate closely with portfolio management, operations, compliance, and client service teams to ensure data integrity and regulatory alignment. Day-to-day responsibilities include designing and refining reporting frameworks, monitoring data sources, resolving discrepancies, and enhancing the clarity and usefulness of investor reports. The role also involves implementing best practices, leveraging technology to streamline reporting workflows, and presenting reporting insights to internal stakeholders and, when needed, to key clients.

Qualifications

Strong analytical and quantitative skills with experience interpreting financial data, performance metrics, and investment reporting. Background in wealth management, asset management, or financial services, with familiarity in investor communications and regulatory standards. Experience leading or overseeing reporting processes, including coordination across operations, compliance, and investment teams. Comfort with reporting and data tools (e.g., Excel, business intelligence platforms, portfolio accounting or CRM systems). Excellent written and verbal communication skills, with the ability to translate complex information into clear investor-facing materials. Demonstrated leadership capabilities, including project management, stakeholder management, and process improvement. Strong attention to detail, organizational skills, and ability to meet deadlines in a fast-paced, remote environment. Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; advanced degree or professional designation (e.g., CFA, CPA) is a plus.