Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
Who We Are Addepar is a global technology and data company that helps investment professionals provide the... most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter...
allocation, portfolio construction, manager selection, risk management and performance attribution Experience with Addepar...
, ensuring accuracy and compliance across mutual fund, ETF, UMA, and Pontera platforms. Manages Addepar and Tamarac systems.... Position Requirements Experience with Tamarac, Addepar and Schwab Advisor Center Series 65 or equivalent Ability to multi...
(e.g., Orion, Black Diamond, Tamarac, Addepar) Strong change management and project management skills with track record...
, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar... Addepar platform to optimize data architecture, reporting capabilities, and system performance. Establish and maintain data...
and presentation skills. Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar...
Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute... for ultra-affluent clients utilizing in-house and third party solutions. Act as a in-house expert of Addepar reporting tool...
learning new technology; experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
— Addepar and Salesforce are highly desirable. Understanding of processes related to private fund investing (hedge funds...
management system (Addepar) and data management platform (Canoe Intelligence). Serves as liaison between Addepar, Canoe..., industry, or geographic regions. Manage and optimize look-through reporting in Addepar. Work effectively with the investment...
environment Nice-to-have Salesforce experience Addepar reporting experience Envestnet proposal and trading experience...
Addepar Assist with financial planning and projections Prepare, proof and print client presentations and other important...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...
). Familiarity with performance reporting and CRM software (Addepar, Salesforce a plus). Strong problem-solving, leadership...