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...
management systems, such as Addepar, Advyzon, APX, Axys, Ridgeline, Tamarac Strong background working with financial custodial...
matter expert in Orion and Black Diamond Familiarity with other portfolio management systems, such as Addepar, Advyzon, APX...
learning new technology;experience with planning tools (e.g., Addepar) is a plus but not required—training provided Work...
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...
— 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...