learning new technology;experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
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...
in Addepar and other platforms;ensure data integrity and consistency across multiple clients and investment vehicles Add new... clients, their accounts, and investments to Addepar. Utilize Addepar platform daily to track, analyze, and reconcile...
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...
— 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...
, risk management and performance attribution Experience with Addepar, Investment Metrics, or other investment reporting...
environment Nice-to-have Salesforce experience Addepar reporting experience Envestnet proposal and trading experience...
Experience with NFS/Wealthscape, eMoney, Envestnet, Addepar & Tamarac Reporting, is a particular plus Experience...
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...