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...
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...
Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar Perform independent...
, Research (Insight, Morningstar, FactSet), Reporting (Addepar, RBC Dashboard), Mobility (Salesforce, Factset, WMO), Account...
) Implement reconciliation logic across financial systems Integrate with platforms like Addepar, NetSuite, Salesforce...
, 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...
suite Experience with Addepar & Tamarac Reporting, is a particular plus Skills: Strong interpersonal, organizational...
, maintaining accuracy and reliability of critical client information. This role serves as the product owner for Addepar on behalf..., technology, operations, and external partners. In addition to Addepar, the role serves as the business advocate for partner...