, including specific experience with platforms like Addepar. In-depth understanding of the Addepar reporting platform Family... of relevant technology systems (e.g., Addepar, Arch, wealth aggregation platforms) and their application to enhance efficiency...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Lugar:
Nueva York, NY | 05/03/2026 20:03:39 PM | Salario: S/. $109000 - 170000 per year | Empresa:
AddeparWho We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
Lugar:
Nueva York, NY | 04/03/2026 03:03:06 AM | Salario: S/. $126000 - 196000 per year | Empresa:
AddeparWho We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial... information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers...
, Addepar, BlackDiamond, or similar platforms). Preferred Qualifications CPA designation or progress toward certification...
Lugar:
California | 28/02/2026 21:02:41 PM | Salario: S/. No Especificado | Empresa:
Armanino measured and evaluated Other Additive Skills: Knowledge of Addepar Power user of Excel;familiarity with SQL Strong grasp...
enhancements Knowledge of GIPS and experience with Addepar Relevant industry experience Personal attributes that support...
, communication, and presentation skills Experience with Practifi (Salesforce) and Addepar is a plus.. Reporting Structure...
improvements where gaps exist. Operating and maintaining core business systems such as Addepar (a data aggregation and reporting... improvement orientation. Problem-solving mindset. Experience with Practifi (Salesforce) and Addepar is a plus....