of confidentiality and discretion. Systems knowledge: Microsoft Office – especially Excel, PowerPoint and Word, Addepar...
, Research (Insight, Morningstar, Thomson One), Reporting (Addepar, PortfolioView, RBC Dashboard), Mobility (Salesforce, Factset...
including Addepar, Salesforce, RedBlack, and Pershing , while enabling reporting and analytics using Salesforce CRM Analytics... feeds between Addepar, Salesforce, RedBlack, and Pershing . · Monitor and troubleshoot data pipelines, reconciliation...
: Addepar / Department Software: Addepar Superuser (or any future portfolio accounting system, such as Black Diamond) Serve... as the primary expert and point of contact for Addepar within the organization. Responsible for supporting end?users...
systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...
of our platforms including Eclipse and Addepar, this Associate Portfolio Manager will be balancing accounts, daily trading, managing... Experience working with trading systems such as Addepar, Orion/Eclipse, Envestnet Tamarac, iRebal strongly preferred Advanced...
allocation, portfolio construction, manager selection, risk management and performance attribution Experience with Addepar...
, 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...