, PARis, Addepar, PFaroe, Barra, Bloomberg, FactSet, Morningstar) Advance skills in PowerPoint and Excel (read, write...
and presentation skills. Strong technology skills, including experience in FactSet, Bloomberg and Excel. Experience with Addepar...
— 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...
with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms Experience...