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...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
Addepar Assist with financial planning and projections Prepare, proof and print client presentations and other important...
). 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...